Cambridge Investment Research, a Fairfield, Iowa-based broker-dealer, has added digital client onboarding and new-account-opening capabilities from Skience, a fintech firm whose platform it already uses.
The independent financial advisers affiliated with Cambridge who use the SkienceONE platform will have access to the onboarding module, which provides paperless processing of the forms associated with opening new accounts, as well as digital signature capabilities across multiple clearing firms and custodians.
Skience is based in Herndon, Virginia.
While industry statistics pointing to a succession crisis can cause alarm, advisor-owners should be free to consider a middle path between staying solo and catching the surging wave of M&A.
New joint research by T. Rowe Price, MIT, and Stanford University finds more diverse asset allocations among older participants.
With its asset pipeline bursting past $13 billion, Farther is looking to build more momentum with three new managing directors.
A Department of Labor proposal to scrap a regulatory provision under ERISA could create uncertainty for fiduciaries, the trade association argues.
"We continue to feel confident about our ability to capture 90%," LPL CEO Rich Steinmeier told analysts during the firm's 2nd quarter earnings call.
Orion's Tom Wilson on delivering coordinated, high-touch service in a world where returns alone no longer set you apart.
Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.
