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The firm “has barely scratched the surface” of selling its technology to independent financial advisors and brokers.

Recalling the days when Stifel had only about $8 million in AUM, CEO Ron Kruszewski says that doubling its client assets is doable.

Paul Rogash is CEO at BetU.

CEO David Fortunato may say that the robo’s “philosophy and principles remain the same,” but the sale to a big bank is a huge change.

The ranking of the largest groups of funds stayed stable while money poured in.

Huw Morgan is Managing Principal and Insurance Practice Lead for Capco Canada, a global technology and management consultancy.

Nathan Fisher is a managing director at StoneTurn. As a former special agent with the FBI, he conducted complex intelligence, counterintelligence, and cyber-focused investigations and operations. In his current role, he advises clients on national security and cybersecurity.

German Nino concealed fraud losses totaling $5.8 million through fake account statements and other doctored documents, investigators say.

The roughly 90 advisors expected to move from Hefren-Tillotson upon close of the deal will change their custodian and RIA as well.

Clients may forget the tech problems from the end of 2021, but the government may not.