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.
Mayer Brown, GWG's law firm, agreed to pay $30 million to resolve conflict of interest claims.
Orion adds new model portfolios and SMAs under expanded JPMorgan tie-up, while eMoney boosts its planning software capabilities.
National survey of workers exposes widespread retirement planning challenges for Gen Z, Millennials, Gen X, and Boomers.
While the choice for advisors to "die at their desks" might been wise once upon a time, higher acquisition multiples and innovations in deal structures have created more immediate M&A opportunities.
A father-son pair has joined the firm's independent arm in Utah, while a quartet of planning advisors strengthen its employee channel in Louisiana.
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.
How intelliflo aims to solve advisors' top tech headaches—without sacrificing the personal touch clients crave
