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The document further complicates an ongoing lawsuit that has already led to lost revenues at the leading turn-key asset management platform.September 3
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The turnkey asset management platform is targeting enterprise firms willing to pay more than $100,000 per year, CEO Jud Bergman said during an earnings call.August 8
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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 next big institution is going after fintech, but there’s still a long road ahead.August 5
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The firm's price and valuation exceeded expectations.July 18
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The offering validates the explosive growth seen in the independent channel, experts say, which has now grown fast enough to catch the eye of retail investors.June 28
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The wirehouse is giving the ultrahigh-net-worth crowd a more complete view of their finances, says Don Plaus head of private wealth management.June 27
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The new open architecture platform will minimize the “swivel chair experience” for advisors.June 11
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The Insurance Exchange will offer products from six carriers, including Allianz Life, Nationwide and Prudential.June 4
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The largest turn-key asset manager added five new features that leverage the firm’s vast stores of data.May 3
