Edward Jones to Plow $1B Into Tech This Year: Tech Roundup
By Jeff BermanAlso, Pershing X, led by Ainslie Simmonds, announced a new partnership.
March 07, 2022
'Aggressive Change' Was Needed, Onramp Says After Slashing JobsTyrone Ross tells ThinkAdvisor it was his decision to leave the company he co-founded.
March 07, 2022
Ex-LPL Rep Who Put Clients' Funds in Tequila Company Takes Shots From FINRAThe former LPL and Royal Alliance broker has been suspended for seven months and fined $5,000.
March 04, 2022
Why Wealthfront Sold Out to UBSUBS made Wealthfront an offer that the robo-advisor and its VC backers couldn't resist.
March 03, 2022
Cambridge in Hot Water Over Revenue Sharing, Wrap Account ConflictsCambridge failed to disclose conflicts of interest and breached its duty of care related to fund selection, the SEC said.
March 03, 2022
New Platform Helps Investors Find Best Advisor Match: Tech RoundupAlso, Nasdaq teams with Hashdex to launch a digital assets curriculum for advisors.
March 03, 2022
Citigroup Plans to Target Independent Advisors in Wealth Management PushThe bank is working with InvestCloud to offer the products to nearly 150 wealth management firms on that company's platform.
March 03, 2022
How to Jump Into Pro Bono Financial PlanningHere are details on ways the FPA helps advisors volunteer their time and expertise to aid underserved and at-risk individuals and families.