Taylor Royal is running for Nebraska State Treasurer, change in the markets could hurt asset managers and StratiFi Technologies raises $7 million in funding.
Daniel Marques claims his application to work in the bank's wealth management division was denied after he told a vice president he'd be required to renew his work authorization under DACA.
The firm was not able to transfer over a minimum of 72 percent in advisor production from NPH, so it won’t have to shell out a contingent payment.
The passive strategies are intended to “democratize” impact investing as investor interest in ESG products grows.
The United Capital CEO says the deal between Financial Engines and Edelman confirms the rise of the bionic advisor.