See the latest on the Wealth Management Industry including M&A activity, diversity and inclusion and RIA updates.
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What the CFA test would look like in the land of robos, report shows how blockchain can revolutionize client onboarding, and HoyleCohen merges with Libbie Agran.
Pershing Advisor Services has terminated 130 advisor relationships over the last three years, and the average size of advisors joining the platform keeps climbing.
The former Treasury Secretary says it’s a good thing the DOL fiduciary rule is now in effect. Otherwise, “it just would’ve been another year or two of uncertainty to reopen it,” he said at Pershing’s Insite conference.