| | | | | After more than 20 years in the wealthtech business, Orion's president of advisor technology says he's taking a break from the industry. He’ll stay on as an advisor to Orion’s CEO for the rest of this year. Read More > |
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| | | Eide Bailly’s RIA will become part of Sequoia, and the accounting firm will take a stake in Sequoia. Read More > |
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| | | The Investment Adviser Association argues the rule was “adopted largely as proposed” and is “too prescriptive.” Read More > |
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| | | Crux Wealth Advisors, a new RIA launched this month by advisor Travis Alexander, will use Arete's proprietary tech stack and its broker/dealer, alternatives investment and insurance services. Read More > |
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| | | Wells Fargo is also named in a separate lawsuit filed this week. In it, a former client services associate alleges she was subject to continued mistreatment from a superior without action from the bank. Read More > |
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| | | Open, honest and candid discussion about DOL Jobs growth numbers, phased retirement and more. Read More > |
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