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The practice led by two brothers is the 10th to join Dynasty’s platform in 2021, as more wirehouse teams go independent.

Purpose-built software promises flexibility and independence but can come with hidden issues and costs, Jed Maczuba argues.

Jed Maczuba is chief technology officer of Advisor360, a Boston-based fintech provider of deeply integrated wealth management solutions.

Form CRS was supposed to clear things up, but it’s made things worse, a fiduciary critic says.

Technology that provides more transparency, customization might lead to more widespread adoption.

The group said Vanguard has lent millions of dollars to tar sands companies, whose projects are among the most harmful to combat global warming.

Rob Zimmer is the Principal at TVDC, a public affairs firm.

Tamara Moellenberg is a senior manager at ReD Associates.

Millie Arora is a partner at ReD Associates.

Morgan Stanley, Raymond James, Charles Schwab and Truist aim to fuel long-term shifts in advisor recruitment and retention through a series of new programs.