Millennials Want Their Financial Advice Right Now, and It Better Look Pretty
At a conference, Ron Carson talked about losing a billion-dollar client's millennial heirs to an advisor more attuned to their needs.
SEC Shows Off Cybersecurity Muscle Following EDGAR Breach
Still, there are questions on how many cases will be brought by the new cyber unit.
SEC Warns: Celebrity Investment Endorsements Could Be Unlawful
Floyd Mayweather and Jamie Foxx have promoted ICOs recently; the SEC warns investors not to base decisions on celebrity recommendations.
Orion Advisor Services Launches Free Peer-to-Peer Model Marketplace
Orion partnered with Russell Investments, BlackRock and CLS Investments on its new "Orion Communities."
Oranj Launches Free Wealth Management Software Product for Advisors
The MAX offering includes model portfolios and funds from BlackRock, Direxion, Morningstar, ETF Securities and Frost Investment Advisors.
Trust Company of America Partners With Fi360
The integration gives TCA's 7,000-plus advisors tools for investment policy statement creation, watchlist management and FINRA-reviewed reports.
Junxure Cloud 4.0 Is Out This Week
Enhancements to the CRM platform include streamlined navigation and expanded reporting capabilities.
RetireUpPro Offers Real-Time Income Planning
RetireUpPro originated as a response to the Labor Department’s fiduciary rule.
Goldman Sachs Said to Explore Starting Bitcoin Trading Venture
The New York-based bank is in talks with cryptocurrency experts but hasn’t yet formulated a business plan, a source said.
Increasing Business Value Through Technology
“Based on volumes and demographics, there should be more deals being done, however, there is often a disconnect between buyers and sellers,” says Dan Seivert of ECHELON.