This post has been updated to include the Facebook app creator's statement on the issue. Ouch, here's a zinger: contrary to reports, travel site TripAdvisor apparently did not purchase the Facebook ...

The Securities and Exchange Commission on Wednesday voted unanimously to update the definition of a so-called internet advisor, an exemption smaller, primarily digital firms use to register with the ...

Fintech firm Orion is redoubling its commitment to fiduciary advisors with an updated billing and reporting system. The wealth tech provider launched enhanced billing and reporting system aimed at ...

Three major wealth technology providers – Advisor360, Nitrogen, and Advisor CRM – have introduced new artificial intelligence features and integrations aimed at reducing manual work and boosting ...

The Securities and Exchange Commission has a busy rulemaking agenda, and brokers and advisors can look ahead to new regulations concerning cybersecurity and safeguarding clients’ personal information.

There’s no doubt that knowledge is power. This notion has driven the popularity of our annual Advisor Transition Report, an in-depth analysis of advisor movement, transition deals, and significant ...

In Q3 of 2022, we embarked upon an informational journey to explore trends in advisor movement over the first half of the year. Our goal: To answer the questions we regularly hear from our ...