Snappy Kraken Unveils Digital Marketing Service: Tech Roundup
By Jeff BermanAlso, Interactive Brokers has launched a new direct-indexing solution RIAs can use to personalize client portfolios.
May 03, 2023
Morgan Stanley Sued by Outside Recruiter Alleging Race BiasThe recruiter, who is Black, claims the firm shortchanged him on commissions he earned in placing diverse candidates.
May 03, 2023
Pathstone to Buy $2B Texas RIA Brainard Capital ManagementAustin-based Brainard Capital Management provides advisory services to UHNW clients, with a focus on the tech space.
May 03, 2023
Fed Raises Rates by Quarter Point, Signals Possible PauseIt may be the final move in the aggressive tightening campaign as economic risks mount.
May 03, 2023
$20M Securities Scam Targeted Church Members, DOJ, SEC SayThe scammer invoked his Christian faith and attributed his success to divine intervention, the SEC said.
May 03, 2023
SEC Boosts Private Fund Reporting RequirementsFund advisors will be required to make timely reports of certain events that could point to stress or systemic risk.
May 03, 2023
New IRS Tables Show What COVID-19 Did to IRAsBoth traditional and Roth IRAs benefited from rescue money.
May 02, 2023
Lincoln Financial Makes $28B Life and Annuity Reinsurance DealThe Fortitude Re arrangement involves MoneyGuard, fixed annuity and universal life business.