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Advisor Group, the nation's largest network of independent wealth management firms, today announced the significant advancement of its growth strategy with the appointment of Kristen Kimmell as the company’s new Executive Vice President, Business Development. In this role, Ms. Kimmell will integrate and lead recruiting, transitions and onboarding for Advisor Group’s network of firms, encompassing FSC Securities, Royal Alliance Associates, SagePoint Financial, Securities America, Triad Advisors and Woodbury Financial Services.

The various intersecting regulatory regimes across the U.S. have often been regarded as an area of scrutiny for the financial industry, if not a nearly insurmountable burden to conducting business as efficiently and profitably as possible.

DWealth Muse is a podcast series on Digital Wealth News that bridges the knowledge gap between conventional and...

Crypto is on a roll across the wealth management space, as Wall Street financial institutions, independent broker-dealers and RIA firms increasingly explore how to offer crypto-based financial products and strategies.

iComply Investor Services (“iComply”), a global compliance software provider, is announcing that the company has partnered with Thomson Reuters to distribute its iComplyKYC platform through the Thomson Reuters Marketplace.

Greetings from Digital Wealth News™ ! Friends, today we continue Part 2...

Try being Janet Yellen. Yes J-Yell, the new U.S. Secretary of the Treasury, certainly has her hands full. She is attempting to convince investors that printing gobs of money is non-inflationary and also convince global nations joining the U.S. in raising taxes is really good for them.

This week - all but one deal exceeded $100M USD in funding - again. The THREE deals topping $200M+ USD were in retail fraud protection, insurtech and neo-banking (back end platforms).

In part II of this special two-part episode, host Dara Albright and guest, Mark Yusko, founder and chief investment officer of Morgan Creek Capital Management, have more hashtag fun making the case for bitcoin and democratized finance, establishing once and for all why bitcoin is NOT a fad.

Envestnet, Inc. (NYSE: ENV) announced today that it has expanded its partnership with Practifi, the business management platform powering high-performing financial advice firms around the world through solutions in automated workflows and unified data.