Whether it be timidity, fear or concern that their words may not be taken as they intend, many advisors aren't comfortable joining in the national conversation. But staying silent may not be good for business.
Months after Fiserv’s wealth-tech business unit relaunched as Tegra118 under private equity firm Motive Partners, the firm is expanding retirement planning capabilities with RetireUp.
The industry has swiftly issued statements of support for the protesters this week and promises to 'do better' for all. Beyond words, what initiatives in wealth management are actually moving the needle?
Just two weeks after reopening its Atlanta offices, wealthtech vendor Riskalyze closed again to wait out the mayhem that ensued from violent clashes during George Floyd protests.
Tom Buck, who is serving 40 months in a federal correctional facility for securities fraud, claims that his age and medical history make him especially susceptible to the novel coronavirus.
