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.
“The White House has extremely strict ethical guidelines with respect to issues like this,” said Press Secretary Karoline Leavitt.
Just how much does it cost for a financial advice exec to stay out of prison?
The advisor both prices FSK's private loans and gets paid on those prices, the suit claims
The proposal would end decades of paper-first delivery rules, but keeps a paper opt-out and draws early praise from fund and annuity industry groups.
The Trump accounts are “generationally changing” and bring financial literacy to youth, said IRS chief Frank Bisignano.
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income