Also, Maridea welcomes former founders of Motley Fool Wealth Management, while Lido locks in a strategic investment from private credit firm HPS.
Meanwhile, FINNY launches new multi-channel marketing campaign features, while RightCapital introduces a planning capability to help with client prospecting.
FSI, IRI, and NAIFA argue the New Jersey Department of Labor's push to modify the ABC test for independent contractors would burden thousands of financial professionals.
The president signed an executive order late Thursday which he says will broaden choice.
Plaintiff's lawyers are eying both broker-dealers for potential client complaints.
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.
