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SoFi
Regulation & Compliance
SoFi Resolves Allegations of Deceptive Student Loan AdvertisingSoFi Resolves Allegations of Deceptive Student Loan Advertising

The FTC and SoFi resolved a government complaint, issued in October, around the firm's student loan advertising.

bySamuel Steinberger, Senior Technology Editor
Feb 26, 2019
|
1 Min Read
finance money
Wirehouse
Infinex Wins a Bank Program But Loses Several to LPLInfinex Wins a Bank Program But Loses Several to LPL
byDiana Britton
Feb 23, 2019
1 Min Read
Vestwell founder and CEO Aarom Schumm
WealthTech
Vestwell Finds New Small Business Payroll PartnerVestwell Finds New Small Business Payroll Partner
bySamuel Steinberger
Feb 22, 2019
1 Min Read
stock market data on tablet
ETFs
Passive Funds Fared Worse Than Active Last MonthPassive Funds Fared Worse Than Active Last Month
byDiana Britton
Feb 22, 2019
2 Min Read
northwestern mutual
Wealth Planning
Northwestern Mutual: Three Months, 30,000 Financial PlansNorthwestern Mutual: Three Months, 30,000 Financial Plans
bySamuel Steinberger
Feb 22, 2019
1 Min Read
computer rocket launch
WealthTech
eMoney Fires Up 'Foundational Planning'eMoney Fires Up 'Foundational Planning'
bySamuel Steinberger
Feb 21, 2019
2 Min Read

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WealthTech
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Feb 14, 2019
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byWealthManagement.com Staff
LPL Financial
Industry News & Trends
LPL Financial Has $1 Billion in M&A Capital to Deploy in 2019
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Feb 13, 2019
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byMichael Thrasher, Staff Writer
Amazon echo
WealthTech
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Feb 13, 2019
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focus financial
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Boston RIA, With $1.4 Billion in AUM, Partners With Focus Financial
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Feb 11, 2019
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Keith Gregg
Business Planning
Chalice Acquires Succession Link, Launches New Advisor Lending Service
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Feb 11, 2019
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LPL Financial sign
Financial Planning
LPL Launches Client Goals, A New Integrated Financial Planning Tool
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Feb 8, 2019
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1 Min Read
byDavis Janowski, Senior Technology Editor, WealthManagement.com
tug of war
RIA
Battle of the IFPs: One LPL OSJ Recruits Four Teams From Another
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Feb 7, 2019
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personal capital apps
WealthTech
Personal Capital, the Cold-Calling Online RIA, Raises $50 Million
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Feb 6, 2019
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Rockefeller Center in New York.
RIA
Timothy O'Hara Leaves Ayco for Rockefeller Capital Management
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Feb 6, 2019
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byMichael Thrasher, Staff Writer
Bill Rudnick
RIA
Cresset Hires DLA Piper Partner Bill Rudnick as General Counsel
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Feb 6, 2019
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byMichael Thrasher, Staff Writer
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WealthTech
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Feb 5, 2019
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Cryptocurrency Exchange Loses Password, Access to $190 Million
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Wirehouse
FINRA Gives IFP the OK to Launch Broker/Dealer
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LPL Financial sign
WealthTech
LPL Advisors Gain Access to AdvisoryWorld's Proposal Tool
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Carson Group building
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Feb 1, 2019
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FSI President and CEO Dale Brown
Industry News & Trends
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WealthTech
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