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With Pontera integration, TAMP GeoWealth gets a 401(k) management boost, another asset manager goes retail digital, and Advisor360° improves Beneficiaries.
Senior Tech Editor Davis Janowski and industry consultant Tim Welsh debate the impact of an influx of alternative investment platforms in the advisor space.
Citadel Securities is investing in and developing its crypto product with help from Virtu Financial Inc., Charles Schwab Corp. and Fidelity Digital Assets.
The program is an integrated part of the company’s existing platform to assist IARs in the states with rules on the books based on NASAA’s template for CE requirements.