Structured Products Platform Luma Hires New Marketing Head Jul 21, 2020 Rodney Branch, a former executive at Prudential and Athene USA, will lead Luma's marketing efforts as chief marketing officer. Riskalyze Fintech Report Card: June 2020 Jul 17, 2020 Riskalyze CEO Aaron Klein gives the thumbs-up or thumbs-down on the biggest news to hit advisor technology in the previous month. Patent Troll Hits TD Ameritrade With Lawsuit Jul 16, 2020 TD Ameritrade is one of the latest firms to be hit up for patent infringement money. Tech Is an Ally, Not a Threat Jul 16, 2020 Amid increased client engagement, the right tech can enable advisors to serve more clients without increasing head count. WealthTech Winners Circle Podcast: RPA Is Tying Your Documents Together Jul 16, 2020 Linda Ding describes how Laserfiche allows advisors to streamline their document processing. Aite Group: Wealth Management Firms With Strong Digital Investments Pass the COVID-19 Test Jul 15, 2020 North American firms are ahead of the curve, Aite says. Morningstar’s ByAllAccounts Integrates With MaxMyInterest Jul 14, 2020 MaxMyInterest’s current cash return yield is 1.05% and is FDIC-insured. Redtail CEO Brian McLaughlin Joins Riskalyze Board of Directors Jul 14, 2020 Andy Swan, co-founder of LikeFolio, and Ryan Shanks, co-founder and CEO of FA Match, will no longer serve on the board. Commonwealth Spinoff Advisor360° Names Four Key Executives Jul 13, 2020 Fresh blood with big enterprise experience—from outside the broker/dealer and RIA space—points to a big growth push. SEC: Crypto App Skirted Federal Securities Law Jul 13, 2020 The SEC charged Abra and Plutus Tech with offering and selling security-based swaps to investors that were not properly registered, and committing these swaps outside proper securities exchanges. Load More first previous … 151 152 153 154 155 156 157 158 159 … next last Load More
Riskalyze Fintech Report Card: June 2020 Jul 17, 2020 Riskalyze CEO Aaron Klein gives the thumbs-up or thumbs-down on the biggest news to hit advisor technology in the previous month. Patent Troll Hits TD Ameritrade With Lawsuit Jul 16, 2020 TD Ameritrade is one of the latest firms to be hit up for patent infringement money. Tech Is an Ally, Not a Threat Jul 16, 2020 Amid increased client engagement, the right tech can enable advisors to serve more clients without increasing head count. WealthTech Winners Circle Podcast: RPA Is Tying Your Documents Together Jul 16, 2020 Linda Ding describes how Laserfiche allows advisors to streamline their document processing. Aite Group: Wealth Management Firms With Strong Digital Investments Pass the COVID-19 Test Jul 15, 2020 North American firms are ahead of the curve, Aite says. Morningstar’s ByAllAccounts Integrates With MaxMyInterest Jul 14, 2020 MaxMyInterest’s current cash return yield is 1.05% and is FDIC-insured. Redtail CEO Brian McLaughlin Joins Riskalyze Board of Directors Jul 14, 2020 Andy Swan, co-founder of LikeFolio, and Ryan Shanks, co-founder and CEO of FA Match, will no longer serve on the board. Commonwealth Spinoff Advisor360° Names Four Key Executives Jul 13, 2020 Fresh blood with big enterprise experience—from outside the broker/dealer and RIA space—points to a big growth push. SEC: Crypto App Skirted Federal Securities Law Jul 13, 2020 The SEC charged Abra and Plutus Tech with offering and selling security-based swaps to investors that were not properly registered, and committing these swaps outside proper securities exchanges. Load More first previous … 151 152 153 154 155 156 157 158 159 … next last Load More
Patent Troll Hits TD Ameritrade With Lawsuit Jul 16, 2020 TD Ameritrade is one of the latest firms to be hit up for patent infringement money. Tech Is an Ally, Not a Threat Jul 16, 2020 Amid increased client engagement, the right tech can enable advisors to serve more clients without increasing head count. WealthTech Winners Circle Podcast: RPA Is Tying Your Documents Together Jul 16, 2020 Linda Ding describes how Laserfiche allows advisors to streamline their document processing. Aite Group: Wealth Management Firms With Strong Digital Investments Pass the COVID-19 Test Jul 15, 2020 North American firms are ahead of the curve, Aite says. Morningstar’s ByAllAccounts Integrates With MaxMyInterest Jul 14, 2020 MaxMyInterest’s current cash return yield is 1.05% and is FDIC-insured. Redtail CEO Brian McLaughlin Joins Riskalyze Board of Directors Jul 14, 2020 Andy Swan, co-founder of LikeFolio, and Ryan Shanks, co-founder and CEO of FA Match, will no longer serve on the board. Commonwealth Spinoff Advisor360° Names Four Key Executives Jul 13, 2020 Fresh blood with big enterprise experience—from outside the broker/dealer and RIA space—points to a big growth push. SEC: Crypto App Skirted Federal Securities Law Jul 13, 2020 The SEC charged Abra and Plutus Tech with offering and selling security-based swaps to investors that were not properly registered, and committing these swaps outside proper securities exchanges. Load More first previous … 151 152 153 154 155 156 157 158 159 … next last Load More
Tech Is an Ally, Not a Threat Jul 16, 2020 Amid increased client engagement, the right tech can enable advisors to serve more clients without increasing head count. WealthTech Winners Circle Podcast: RPA Is Tying Your Documents Together Jul 16, 2020 Linda Ding describes how Laserfiche allows advisors to streamline their document processing. Aite Group: Wealth Management Firms With Strong Digital Investments Pass the COVID-19 Test Jul 15, 2020 North American firms are ahead of the curve, Aite says. Morningstar’s ByAllAccounts Integrates With MaxMyInterest Jul 14, 2020 MaxMyInterest’s current cash return yield is 1.05% and is FDIC-insured. Redtail CEO Brian McLaughlin Joins Riskalyze Board of Directors Jul 14, 2020 Andy Swan, co-founder of LikeFolio, and Ryan Shanks, co-founder and CEO of FA Match, will no longer serve on the board. Commonwealth Spinoff Advisor360° Names Four Key Executives Jul 13, 2020 Fresh blood with big enterprise experience—from outside the broker/dealer and RIA space—points to a big growth push. SEC: Crypto App Skirted Federal Securities Law Jul 13, 2020 The SEC charged Abra and Plutus Tech with offering and selling security-based swaps to investors that were not properly registered, and committing these swaps outside proper securities exchanges. Load More first previous … 151 152 153 154 155 156 157 158 159 … next last Load More
WealthTech Winners Circle Podcast: RPA Is Tying Your Documents Together Jul 16, 2020 Linda Ding describes how Laserfiche allows advisors to streamline their document processing. Aite Group: Wealth Management Firms With Strong Digital Investments Pass the COVID-19 Test Jul 15, 2020 North American firms are ahead of the curve, Aite says. Morningstar’s ByAllAccounts Integrates With MaxMyInterest Jul 14, 2020 MaxMyInterest’s current cash return yield is 1.05% and is FDIC-insured. Redtail CEO Brian McLaughlin Joins Riskalyze Board of Directors Jul 14, 2020 Andy Swan, co-founder of LikeFolio, and Ryan Shanks, co-founder and CEO of FA Match, will no longer serve on the board. Commonwealth Spinoff Advisor360° Names Four Key Executives Jul 13, 2020 Fresh blood with big enterprise experience—from outside the broker/dealer and RIA space—points to a big growth push. SEC: Crypto App Skirted Federal Securities Law Jul 13, 2020 The SEC charged Abra and Plutus Tech with offering and selling security-based swaps to investors that were not properly registered, and committing these swaps outside proper securities exchanges. Load More first previous … 151 152 153 154 155 156 157 158 159 … next last Load More
Aite Group: Wealth Management Firms With Strong Digital Investments Pass the COVID-19 Test Jul 15, 2020 North American firms are ahead of the curve, Aite says. Morningstar’s ByAllAccounts Integrates With MaxMyInterest Jul 14, 2020 MaxMyInterest’s current cash return yield is 1.05% and is FDIC-insured. Redtail CEO Brian McLaughlin Joins Riskalyze Board of Directors Jul 14, 2020 Andy Swan, co-founder of LikeFolio, and Ryan Shanks, co-founder and CEO of FA Match, will no longer serve on the board. Commonwealth Spinoff Advisor360° Names Four Key Executives Jul 13, 2020 Fresh blood with big enterprise experience—from outside the broker/dealer and RIA space—points to a big growth push. SEC: Crypto App Skirted Federal Securities Law Jul 13, 2020 The SEC charged Abra and Plutus Tech with offering and selling security-based swaps to investors that were not properly registered, and committing these swaps outside proper securities exchanges. Load More first previous … 151 152 153 154 155 156 157 158 159 … next last Load More
Morningstar’s ByAllAccounts Integrates With MaxMyInterest Jul 14, 2020 MaxMyInterest’s current cash return yield is 1.05% and is FDIC-insured. Redtail CEO Brian McLaughlin Joins Riskalyze Board of Directors Jul 14, 2020 Andy Swan, co-founder of LikeFolio, and Ryan Shanks, co-founder and CEO of FA Match, will no longer serve on the board. Commonwealth Spinoff Advisor360° Names Four Key Executives Jul 13, 2020 Fresh blood with big enterprise experience—from outside the broker/dealer and RIA space—points to a big growth push. SEC: Crypto App Skirted Federal Securities Law Jul 13, 2020 The SEC charged Abra and Plutus Tech with offering and selling security-based swaps to investors that were not properly registered, and committing these swaps outside proper securities exchanges. Load More first previous … 151 152 153 154 155 156 157 158 159 … next last Load More
Redtail CEO Brian McLaughlin Joins Riskalyze Board of Directors Jul 14, 2020 Andy Swan, co-founder of LikeFolio, and Ryan Shanks, co-founder and CEO of FA Match, will no longer serve on the board. Commonwealth Spinoff Advisor360° Names Four Key Executives Jul 13, 2020 Fresh blood with big enterprise experience—from outside the broker/dealer and RIA space—points to a big growth push. SEC: Crypto App Skirted Federal Securities Law Jul 13, 2020 The SEC charged Abra and Plutus Tech with offering and selling security-based swaps to investors that were not properly registered, and committing these swaps outside proper securities exchanges. Load More first previous … 151 152 153 154 155 156 157 158 159 … next last Load More
Commonwealth Spinoff Advisor360° Names Four Key Executives Jul 13, 2020 Fresh blood with big enterprise experience—from outside the broker/dealer and RIA space—points to a big growth push. SEC: Crypto App Skirted Federal Securities Law Jul 13, 2020 The SEC charged Abra and Plutus Tech with offering and selling security-based swaps to investors that were not properly registered, and committing these swaps outside proper securities exchanges. Load More first previous … 151 152 153 154 155 156 157 158 159 … next last Load More
SEC: Crypto App Skirted Federal Securities Law Jul 13, 2020 The SEC charged Abra and Plutus Tech with offering and selling security-based swaps to investors that were not properly registered, and committing these swaps outside proper securities exchanges. Load More first previous … 151 152 153 154 155 156 157 158 159 … next last Load More