eMoney Launches API-Based Solution for Advisors
By Bernice NapachUnited Capital is the first firm to sign up for the new offering, eMoney Access.
October 15, 2019
Foreside Financial Acquires Compliance Advisory ServicesThe acquisition is the firm's second since Lovell Minnick acquired a majority interest in February 2017.
October 14, 2019
4 Things Connecticut LTCI Claimants Do With Their BenefitsThe obvious thing is on this list, but not at the top of the list.
October 14, 2019
Direct Marketer Group Piles on the SponsorsLIDMA's fall meeting has five top-level life insurer backers.
October 14, 2019
Women in Insurance & Financial Services Event Attracts High-Powered SponsorsPrudential leads the list of backers for the Louisville event.
October 14, 2019
Why Don't More People Want to Be Financial Planners?Misconceptions and lack of awareness of financial planning as a career are obstacles to growing the talent pool, TD Ameritrade finds in a study.
October 14, 2019
Pershing to Launch New Investment Manager Portal in Q4Enhanced Manager Gateway is successor to company's Manager Workstation, adding a new user interface.
October 14, 2019
House Bill Would Require SEC Investor Testing Before Issuing RulesThe SEC Disclosure Effectiveness Testing Act would require the SEC to conduct a survey and interviews of retail investors.