According to the fintech firm, Broadridge's acquisition will help advisors better prepare for the implementation of the SEC's Regulation Best Interest rule.
The regulatory agency also announced a conference detailing how brokers, firms, leaders and regulators should prepare for the implementation of the SEC's rule next year.
"Money in Motion" will offer advisors the chance to track inflows and outflows, and set their own designed benchmarks for performance, according to the clearing and custody provider.
The news comes during a year in which the technology platform provider announced several partnerships and integrations, including with Focus Financial and First Rate.
The partnership with Dunston Financial Group is Moneta's second move into the Denver area in two months, marking the first expansion out of St. Louis in the company's history.
