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6 months ago
Member since Apr 21, 2024
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Compliance Firm Warns RIAs of Phishing Scammers...
According to the ACA Group, the emails purport to be from SEC Chief Information Officer David Button and ask for advisors to confirm...
Envestnet Sells Yodlee to Private Equity...
Envestnet CEO Chris Todd said the deal with STG will allow his company to focus on its core wealth management platform.
Orion Taps Silicon Valley Engineer as CTO
Valli Nachiappan, who most recently led product and artificial intelligence integration for Zendesk, brings her software engineering...
CAIS Adds First Models from BlackRock, Carlyle,...
The 10 models are the first to be added to CAIS's recently launched Models Marketplace and feature substantial exposure to private...
Montis Financial: Creating a Raving Fan...
Montis Financial CEO John Yanchek and Chief Operating Officer Judy Weeden discuss revamping the wealthstack for a 30-year-old RIA.
Focused on the Future: Creating a Client-Centric...
Modera Wealth Management’s Tom Orecchio discusses the evolving dynamics and secrets to building a successful financial advisory firm.