Cetera Appoints New Information Officer
Cetera has appointed Michael Ragunas as chief information officer to help the organization develop and implement technology across all its lines of business.
Envestnet | Tamarac Adds Single-Sign-On for TD Ameritrade Institutional Users
The enhanced integration gives advisors easier access to data.
Orion Integrates With Web Form Provider
To keep up with the onboarding experience offered by robo-advisors, Orion is integrating with form automation provider Quik to streamline custodial and custom form processing.
Advicent Integrates With Envestnet
Advicent is integrating with Envestnet to offer its NaviPlan financial planning software through Envestnet’s wealth management platform.
Democrats Renew Push to Probe Deutsche Bank Russia Scandal
Waters writes letter to GOP chief of House finance committee; lawmakers seek information on mirror trades, loans to Trump.
SEC Alert Details ‘Robust’ Cybersecurity Best Practices
The agency's exams found that firms had stepped up their cyber compliance, but more effort is needed.
Ric Edelman: Advisors’ Biggest Tech Threat Isn’t Robos
The technology with the most radical impact on advisors’ businesses is something they may know little or nothing about, Ric Edelman tells ThinkAdvisor.
The Terrible Twos: The Key Decision Point for Advisory Business Growth
The advisory business has matured to the point where more than a few businesses have reached $1 billion in client AUM. That’s the good news.
4 Reasons Your Video Marketing Is Failing
So, you’re thinking about making a video for your practice. Well, good news. You’re on the right track.
Wells Fargo Chair Likely to Step Down: Report
Vice Chair Elizabeth Duke will probably be the replacement, paper reports; the decision follows new revelations about auto loan business.