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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.
April 24 -
Turns out clients are as mistaken about tax preparers as they are about taxes.
April 24 -
The U.S. Chamber of Commerce and other business groups contend the Federal Trade Commission has exceeded its authority in nullifying contracts that prohibit employees from switching jobs to competitors.
April 24 -
Podcasting is the new blogging. Everyone's doing it, and you should, too, right? Not so fast.
April 24Earmark CPE -
Just as a sports car needs paved roads for optimal performance, planning software without fast, accurate and accessible data makes for a bumpy ride for financial advisors and their clients.
April 24Advisor360° -
Advisor360° names former MassMutual exec Mike Fanning as its new CEO
April 23 -
Few U.S. adults have done any estate planning. Even fewer have done so for their pets. Advisors can help them get started.
April 23 -
Fidelity launched a new hub aimed at helping advisors who said they're struggling to grow organically. The move comes as LPL Financial and BlackRock launched similar hubs this year.
April 23 -
Three advisory teams managing $10 billion in the San Francisco area are among an ongoing wave of departures from the biggest U.S. bank.
April 22 -
Experts say that busy entrepreneurs often miss incentives and advantages available to them. Financial advisors and tax professionals can give them a nudge.
April 22