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A small subset of OSJs is going beyond simply leveraging scale to get better deals with broker/dealers to become full-service support platforms for advisors.
The government finally officially recognizes the emerging digital asset industry as important to maintaining global competitiveness in finance and technology.
Total fines would have fallen significantly over 2020 if not for the $57 million penalty against the trading app Robinhood, according to law firm Eversheds Sutherland.
GeoWealth President Colin Falls on the firm's growth trajectory and how technology can ease the tension for RIAs between model portfolios and customized investment management.