Schorsch’s RCAP to Take Big Stake in E-Document Firm Docupace
The Docupace investment is intended to help affiliated independent advisors streamline workflow while bringing RCAP a recurring revenue stream.
Curian Capital Launches Processing App for Managed Account Proposals
One-stop shopping with the touch of a finger is “pretty cool,” according to Mark Schoenbeck. Advisors might find it hard to disagree.
Advice Industry Helps With Sandy Relief
Financial service companies and related organizations are stepping up with pro-bono efforts and charitable initiatives in the wake of Tropical Storm Sandy.
As educational editor of the 2012 TechLeaders Conference on March 19–21 in Irving, Texas, Beacon Strategies LLC is contributing to the conference’s goal of developing thought leadership that can be shared by broker-dealers of all sizes.