'All of the other firms we interviewed looked the same, acted the same,' said Patrick Simpkins, founder of Proximity Financial Partners.
The regulator’s initiative will result in more than $125 million being returned to harmed investors.
Angela Gingras is first new hire in Florida, where Dynasty expects to have between 40 and 50 employees working within a year.
It's not easy to get six insurance companies on the same platform, but Envestnet Insurance Exchange is finally publicizing its launch window.
A digest of the wisdom gleaned from breakaways and industry leaders in year one of the podcast series, Mindy Diamond on Independence