New Platform Offers Not Just Software but Business Building
By Ginger SzalaChalice Financial Network, offers single sign-on access to software to manage clients, but also services like HR, IT and even health insurance.
January 28, 2019
SEC Back to Work, but Expect Slow Response TimesExams, including those that were in progress when funding lapsed, are resuming.
January 28, 2019
What Next Financial Advisors, Clients Can Expect After Atria Deal"We are still Next, and our clients are still our clients," President Barry Knight tells ThinkAdvisor.
January 28, 2019
$650M Morgan Stanley Team Leaves to Form RIAThe three advisors, who spent the past nine years at the wirehouse, now trade securities through Purshe Kaplan Sterling Investments.
January 28, 2019
Life Settlement Portfolios Did Something Weird in 2018Speakers at an industry conference today gave institutional investors new ballpark performance numbers.
January 28, 2019
Advyzon Adds Riskalyze Access to Its Advisor Portal: Portfolio ProductsAlso, American Beacon Advisors expands its fund lineup, while Defiance ETFs lowers fees on QTUM.
January 28, 2019
FINRA to Crack Down on 529 Plan Share Class RecommendationsTo be eligible for a new voluntary disclosure program, broker-dealers must self-report to FINRA Enforcement by noon on April 1.
January 27, 2019
Genworth's Suitor Reconfigures Real Estate Development OperationsChina Oceanwide is selling two big projects in China, for about $1.9 billion, and temporarily stopping construction in Los Angeles.