Domenic Ionadi is a strategic account manager at Confluence.

Domenic Ionadi

Strategic Account Manager

Domenic Ionadi is a strategic account manager at Confluence.

Financial regulations

Meeting the ever-increasing volume of data needs

Operational challenges and strategic initiatives are at a crossroads.

By Domenic Ionadi

July 18

TRENDING

RIAs

Clients sue two firms founded by Altruist CEO, alleging lax supervision

Firms founded by Jason Wenk allegedly failed to oversee a former advisor accused of investing clients in unregistered securities.

By Jessica Mathews

May 22
Going independent

How to rebuild your book after going indie

Advisors typically take most of their clients with them when they go independent, but not all of them do.

By Jessica Mathews

May 21
Invest Insights

LPL-AdvicePay deal shows embrace of fee-for-service planning

Once derided as fringe and unsustainable, advisors are embracing the fee-for-service business model.

By Ryan W. Neal

May 21