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.