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.
&Partners has also added a $357 million Texas family practice, while Janney recruits a $250 million Edward Jones advisor in Miami
Linda Patel will lead J.P. Morgan Advisors in Florida and Georgia as Bank of America adds nonprofit specialists in New York
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The royalty statements looked normal - until someone checked the electronic files.
They allegedly fabricated SEC certificates to dupe investors.
Knighthead Life entered the market with a competitive MYGA. A strong launch earned advisor confidence and paved the way for FIAs.
As AI makes financial information more accessible than ever, Lana Hock explains why human judgment, trust, and empathy remain the qualities clients value most in a financial advisor
