Valian complements the firm's established Pulse portfolio management and reporting platform.

NASAA's annual enforcement report charted the continued problem of promissory note fraud, and the rise of interest in the metaverse in the securities markets.

Choir also announced that Dani Fava, group head of product innovation at Envestnet, has joined its board of directors.

About 15 million clients’ details were compromised over a five-year period starting 2015.

Building off the momentum of this spring's Snapshot launch, Blueprint provides an interactive and customizable tool for visualizing and organizing a prospect or client’s household financial data.

For weeks, federal regulators have been been peppering Goldman management with questions and follow-ups regarding its online-banking platform aimed at retail customers.

Carson Group announced some big changes to its services and platforms to kick off its annual Partner Summit in Las Vegas this week.

The direct indexing platform designed to construct customized, values-based portfolios remains one of the last independent firms in its space.