Purchase is most obviously a fit for Goldman's strategic vision.
Regulator launches multiyear program it hopes will make compliance programs more efficient.
Through a partnership with fintech startup Galileo, firms can provide white-labeled, FDIC-insured cash accounts.
Social media posts can have hidden agendas, regulators said
The company has all the pieces for its financial wellness platform, but there are still some gaps in the adviser tech stack.
Current COO James Crowley will take over as chief executive July 1.
Ameriprise broker who bought book of business claims the seller tried to win the clients back.
The CRM can predict which clients are most likely to add money — or leave the firm.
Advisers have been slow to use the platforms, but that hasn't stopped vendors from offering them.
By sharing their technology, they believe they can provide a better experience for advisers and their clients.
