Technology

The new system's purpose is to improve service and help target tax evaders.

Also, Two Sigma’s Venn launches Report Lab with help from NewEdge Wealth and ForwardLane rolls out Emerge.

New York’s top law enforcement office is looking into “brokerage execution quality” at Robinhood.

Coming off the launch of its self-clearing platform and acquisition of SSG, the Los Angeles-headquartered RIA custodian plans to double office space in Culver City and bring employees back to the office.

Wealth management is a relationship-driven business. It takes an experienced financial professional with a keen understanding of behavioral finance to be a successful advisor.

White-label technology lets advisors offer cash management services to clients, including access to high-yielding FDIC-insured depository accounts through a marketplace of banks and credit unions.

True personalization means taking the time to understand your clients' preferred learning styles and communication preferences to lay the foundation for fruitful dialogue, genuine comprehension of your advice, and ultimately, sound decision-making...

Also, Advisor360 announces several client portal and platform updates and Modern Life debuts its generative AI chatbot, which the company claims has passed the life insurance licensing exam.

Massachusetts Secretary of the Commonwealth William Galvin sent inquiry letters to Morgan Stanley, JP Morgan Chase and E*Trade, among others, asking about their supervisory policies and procedures for artificial intelligence.