Marketing Technology
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Ex-Schwab Portfolio Manager Files Whistleblower Suit After Texting Complaints
By Melanie WaddellSabya Sinha alleges that he was terminated after reporting violations to the SEC.
July 01, 2026
Orion Earns AI Management System CertificationThe wealthtech firm says it's among the first to meet the ISO/IEC 42001 standard.
June 29, 2026
Asset-Map Launches Growth Partners PlatformThe new program connects advisors with support from vetted firms.
April 09, 2026
Vanguard Debuts 'Expert Insights' AI Portfolio ToolThe tool gives advisors direct access to the asset manager's portfolio analysis expertise, it says.
April 02, 2026
eMoney Advisor Expands Premium Client Portal Branding CapabilitiesThe update gives advisors "greater control" over how their brand is presented throughout the client experience, the firm says.
March 26, 2026
4 Ways Advisors Can Avoid Building an AI 'Frankenstack'Understand your root problems and redesign your workflows before you go shopping for tools.
March 26, 2026
BD to Pay $600K Over Unapproved MessagingBTGI failed to reasonably supervise employees' use of unapproved communications platforms for business purposes, FINRA states.
March 11, 2026
Judge Orders SEC to Hand Over Texting Fine DataLawyer Nick Morgan called the ruling a "win for transparency and a stinging rebuke of the SEC's litigation conduct."