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WealthStack Roundup: AJ Boury Departs TIFIN...
Some technology people moves, Surge rolls out Fusion 1 suite, YCharts and Broadridge integrate.
User Agreements: The Hidden Risks in Third-Party...
Advisors need to be diligent when it comes to their third-party technology and terms of service.
Shift In MarTech Usage, AI Perceptions,...
Our technology columnist homes in on a few points from the third annual WealthStack study.
New Ensemble Practice Study: ‘We Have a...
Advisory firms grew 5.7% last year, according to a new study by The Ensemble Practice. It’s a wakeup call for firms to make marketing...
FINRA Fines Raymond James $1.9M Over Client...
According to the settlement letter, the brokerage regulator argued Raymond James didn’t properly check that personnel were filling...
Anticipation for Rate Cuts, Strong Q2 Performance...
After a sluggish first six months of 2023, publicly-traded REIT total returns are up more than 10% in the third quarter and by double-digits...