The firm's former CTO will continue to consult, while Eric Castillo will build out Dynasty Dashboard 2.0.
Envestnet-veteran Oleg Tishkevich reunites with his former firm through a new partnership to help wealthtech companies connect in the cloud.
As part of the partnership, LPL’s 16,000 advisors can access the company’s planning tools at a discounted price.
The majority of clients are OK with the idea of connecting with their financial advisor on social media.
Prudential is adding a handful of employee-focused 'financial wellness' solutions to its employer platforms.