Kestra Financial Buying Reliance Trust
By Janet LevauxThe firm, which works with about 2,300 advisors, says the deal expands its service offerings as demand for trust services is growing.
October 24, 2018
SS&C Adds Envestnet to Its Managed Account OfferingSS&C adds to its stable of choices for customers.
October 24, 2018
'Frack Master' to Serve 12 Years in Prison, Pay $23M to SECChristopher Faulkner took $23 million from investors to pay for gentlemen's clubs, escorts and other expenses, the SEC says.
October 24, 2018
Judy Diamond Launches New API to Verify Tax ID DataThe move comes after a recent IRS decision to redact some taxpayer data for privacy reasons.
October 24, 2018
CFP Board Issues Call to Action to Promote Diversity in the ProfessionIts Center for Financial Planning held its first diversity summit Tuesday and released a report documenting the current lack of diversity in the profession.
October 24, 2018
DOL Places Renewed Focus on Fiduciary Compliance ProgramsLabor's EBSA says the tools will help "employee benefit plans to self-correct violations," and therefore protect employee benefits.
October 24, 2018
`Alexa, Buy Tilray Shares': TD Ameritrade Gets Voice PurchasesCEO says Tim Hockey says the brokerage will allow trades with Amazon Alexa.
October 24, 2018
Data Breach Stalls HealthCare.gov's Direct Enrollment SystemThe system normally gives agents and brokers a way to help clients get covered.