The White House and Equifax Agree: Social Security Numbers Should Go
The Trump administration is exploring ways to replace the use of Social Security numbers for identification in the wake of the Equifax breach.
RetireUpPro Offers Real-Time Income Planning
RetireUpPro originated as a response to the Labor Department’s fiduciary rule.
Fidelity Institutional Names Durbin President
Michael Durbin is now in charge of clearing, custody, trading and other programs for RIAs, BDs and related institutions.
Why Trust Company of America Is on Track to Double Its Assets
Several macro trends within the industry have contributed to the custodian's growth over the past six years.
Goldman Sachs Said to Explore Starting Bitcoin Trading Venture
The New York-based bank is in talks with cryptocurrency experts but hasn’t yet formulated a business plan, a source said.
SEC Busts Businessman, Firms in Initial Coin Offering Scam
REcoin Group Foundation and DRC World (also known as Diamond Reserve Club) claimed their coins were backed by real estate and diamonds.
Individuals’ Personal Info Revealed in SEC EDGAR Hack
A test filing accessed by third parties contained names, birthdates and Social Security numbers of two individuals.
Partner and Vendor Decisions: Do’s & Don’ts
DO clarify in writing the purpose and ideal outcomes of any changes you are considering. DON’T settle for an IT partner that never speaks your language.
How Advisors Are Wasting Money, and How to Stop It
Too many advisory firms waste money. Here’s how to get fintech and other operational changes done right (the first time).
With Future Uncertain, Bitcoin Is a Gamble
The IRS allows self-directed IRAs to invest in certain physical assets and property if they’re held by an approved custodian.