eMoney integrates CapitalROCK technology for DOL compliance, Envestnet Tamarac adds auditing capabilities, AssetMark launches a business assessment tool, and other wealthtech news.
The department issued a request for information seeking data and information that may be used to revise the rule and its exemptions.
The expected deregulation to come from the Trump administration is making banks more interesting while it's getting harder to make money in hedge funds.
Overall advisor satisfaction was slightly down, but the most profitable financiers are much less happy.
The needle has barely moved on bringing Gen X and Gen Y clients into wealth management firms, even as advisors are lowering fees.
PriceMetrix' report details the challenging trends facing financial advisors, including the struggle to move behind the Baby Boomer base.
Quincy Jones has an ETF, investors don't understand the fiduciary rule ,and Raymond James adds a team from UBS.
Advisors weigh in on how much to share about their own finances, Schroders enters U.S. wealth business and Raymond James gains $500 million team.
The Supreme Court ruled CalPERS waited too long to sue the banks.
