TAG Intel is led by Jack Devine, a 32-year veteran of the CIA, who aims to democratize the information he’s been bringing to global corporate clients since 2000.

The RIA custodian partnered with fixed income tech startup Moment to power the new features.

Elizabeth Hioe, a former McKinsey executive, replaces Martine Lellis, who was promoted to principal of M&A partner development in May.

According to SEC Enforcement Director Gurbir Grewal, Qatalyst Partners did not have to pay a monetary penalty because it self-reported the results of its investigation.

Gamified trading apps and niche ETFs have a cost that’s harder to spot but is little different from the damage inflicted on portfolios by high fees.

The advisory firm takes minority stakes in BFG Wealth and Canon Capital Wealth Management.

The technology provider serving over 1,000 firms globally also rolled out new dashboards and other product enhancements.

The deal adds 17 advisors to Kingswood’s RIA, as well as a turnkey asset management platform.

Finance is rushing to use rapidly evolving AI tools. As the machines get smarter, the risks get weirder.