Rob Rose

Rob Rose is vice president of Marketing and Product Strategy for CrownPeak.

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Regulation and compliance

Two SEC lawyers resign after agency censured in crypto case

The Wall Street regulator stands accused of a "gross abuse" of power in its investigation into the digital assets firm DEBT Box.

By Austin Weinstein

1h ago
Practice and client management

Few Americans put their pets in their wills. Here's why they should

Few U.S. adults have done any estate planning. Even fewer have done so for their pets. Advisors can help them get started.

By Nathan Place

4h ago
Industry News

Fidelity launches new hub to help lead advisors to organic growth

Fidelity launched a new hub aimed at helping advisors who said they're struggling to grow organically. The move comes as LPL Financial and BlackRock launched similar hubs this year.

By Rachel Witkowski

5h ago