Zaim Hajdari, president of The Hajdari Group, says InvestHalal will serve a need for Muslim-Americans wishing to practice Shariah-compliant asset management.
Members of Chalice Financial Network will gain access to risk analysis opportunities from Riskalyze, compliance solutions from NRS and office locations courtesy of WeWork.
The announcement comes several months after Oros became the CEO of the registered investment advisory firm, which will become a member firm of the traditionally broker/dealer-focused advocacy organization.
Massachusetts Secretary William A. Galvin alleges Janney Montgomery Scott didn't properly supervise a broker who frequently bought and sold high-fee mutual funds to boost his commissions.
Advisors who use Morningstar Office Cloud can access the model portfolio platform at no extra charge; 13 asset managers are participating, including American Funds, BlackRock and Vanguard.
Clare Bronfman reportedly used millions from her family's Seagram's liquor fortune to help bankroll a self-help organization that operated as a sex cult.
A new report from PriceMetrix found advisors grew revenue without relying on robust market performance by forging new client relationships and strengthening existing ones.