Client management platforms have become an essential part of an RIA’s tech stack as these tools make it easier to access and update customer information. The Financial Industry Regulatory Authority ...
Rocket U2 now has an improved way of releasing clients and tools and instead of labeling them as UniData clients or UniVerse clients, it will now release U2 Clients and DB Tools that work for both ...
The standards for MITC, its form and so on, will be published on or before January 1, 2024, by the Brokers’ Industry Standards Forum (ISF). With investors confronting brokers over losses incurred from ...
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