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FinApps has filed a lawsuit that claims the data aggregator swiped its proprietary software, according to its lawyer Marc Kasowitz.
August 7
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The duo have been active in the venture capital space since departing the social media giant.
August 7
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Although many underperformed the broader market, just over half posted double-digit gains.
August 7
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An RIA owner accused the custodian of aiding his chief compliance in setting up a competing firm.
August 7
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Seeking out talent in unlikely places and helping it grow will yield impressive ROI.
August 7
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The panel has had 13 public meetings since the Massachusetts senator’s last appearance, in May.
August 6
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Severe declines provide the opportunity to review their portfolios and ensure their current plans support their short- and long-term goals.
August 6
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Danny Ludeman had worked at the wirehouse from 1999 to 2014.
August 6
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Those who fail to meet the cutoff face a hefty penalty that could hit as much as 25% of their dues.
August 6
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The industry is embracing new technology, big data and alternative investment strategies as clients demand more from funds.
August 6
