UMBs transfer agency system uses
"Right from the start of our transfer agency search, UMB was very attentive to identifying ways to meet our unique needs," said Payden & Rygel Senior Vice President Yot Chattrabhuti. "We decided to make the switch from National Financial Data Services (NFDS) because they are a larger service provider, and we felt we were getting a cookie-cutter approach. UMB is more customized and client-focused, and we like their TA system."
Here's how commenters such as the AARP, SIFMA, FSI, the Consumer Federation, NAPFA, the CFP Board and others view the Department of Labor's retirement advice regulation.
In the first three months of 2024, both profits and client assets reached new heights at RayJay's Private Client Group.
Last year, almost $1 trillion flooded into money market funds. Here are the 20 that have grown the biggest.
Amid a busy April for big hires, compliance tech provider COMPLY and wealthtech platform TIFIN have brought on industry vets Michael Stanton and Jeannette Kuda, respectively, aiming for strategic growth.
Turns out clients are as mistaken about tax preparers as they are about taxes.
