Andy Swan, co-founder of LikeFolio, and Ryan Shanks, co-founder and CEO of FA Match, will no longer serve on the board.
Fresh blood with big enterprise experience—from outside the broker/dealer and RIA space—points to a big growth push.
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.
This is the latest development from busy programmers at both AdvicePay and MoneyGuide.
Synergies in technology and investment strategy are cited as reasons behind the move.
The marketing firm released a series of accelerated developments designed to meet advisors' digital goals.
In digital marketing, you're better to be early to the party than late.
Originally from New Zealand, wealth management platform provider FNZ is taking a stake in State Street's wealth management business.
'Hey, Google, check my Charles Schwab portfolio?'
