The newly-appointed advice tech executive talks about how he got started in politics, how this work intersects with his new role, his thoughts on the fee-for-service model debate and his vision for the future of the advisor billing software company.

CNBC veteran has been tapped to sit on Dynasty’s investment committee and represent its $36 billion investment platform.

A commission report from last month highlights the problem of forced arbitration clauses in contracts between RIAs and clients.

Chris Kalin is a co-founder of Arnova Capital, an investment firm focused on systematic trading strategies that returned about 2,000% through June since its inception in the early 2000s.

The service works with an advisors' tech stack to automate things like client onboarding and billing, and marks a new area of growth for the data analytics startup.

Lumping loans into a single obligation can ease the sting of repayments, but there are pitfalls