Envestnet | Tamarac Expands Single-Sign-On Capability With New Integration
By Danielle AndrusEnvestnet | Tamarac has a new integration partner, Okta, which provides identity management solutions.
September 19, 2017
Dynasty Financial Hires New CFOMeanwhile, its Capital Strategies group is growing loans to advisory firms and revenue participation notes.
September 18, 2017
The Advisor as Tech Guru, Educator, Full-Service ConsultantIts no secret that the wealth management industry is in the throes of profound transformation.
September 18, 2017
Trump Found His Niche. You Can, Too.To stand out in a crowd, you can either be better or you can be different. And better is a much harder sell.
September 15, 2017
Fiduciary Rule Delay to Cost Investors $11 Billion: Economic Policy InstituteEPI is just one of many consumer groups opposing the rule's 18-month delay until July 2019.
September 15, 2017
DOL Fiduciary Rule Delay All but Certain as Comment Period ClosesAll bets are on Labor forging ahead with the delay, but critics say the delay is merely an excuse to gut the fiduciary rule.
September 14, 2017
Focus Financial Adds $1.5B RIA in North Carolina: Recruiting RoundupKestra, Dynasty, Securities America, FiNet, Janney, Mercer and RBC announce new advisors and teams.
September 14, 2017
SEC Highlights Top Advisor Ad ViolationsOCIE risk alert details advisors' failures to comply with Rule 206(4)-1, also known as the Advertising Rule.