-
Kendall Waters is an associate with Foley & Lardner. She is a member of the Business Litigation & Dispute Resolution Practice.
January 31
-
The robo advisor scouted several cities for a second location apart from its New York City headquarters.
January 31
-
Edmond Walters' new software, backed in part by Envestnet CEO Jud Bergman, is featured exclusively on the Logix and MoneyGuidePro platforms.
January 31
-
Millennials lag behind in terms of credit card debt and retirement savings, but they spend the most on vacation, dining out and other unnecessary expenses, according to a new study.
January 31
-
Alex Green is a company director and principal analyst, responsible for Signify Research’s digital health market intelligence portfolio.
January 31 -
In a sweep of changes, the custodian is embracing an open architecture technology platform.
January 31
-
A psychologist or therapist on staff can help advisors connect with clients who are going through a major life event.
January 31
-
A new FINRA initiative to root out breaches of supervisory rules on 529 plans provoked criticism from the IBD advocacy group.
January 31
-
-
Chelsea Stoner joined Battery Ventures in 2006 and focuses on making investments in the software and healthcare-IT sectors
January 31
