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Orion: Have You Heard? Advisors Will Soon Be Able to Use Testimonials in Advertising
The newly defined advertisement includes any direct or indirect communication an investment adviser makes to current or prospective clients.
Flexible Plan Launches Three New Quantified Funds
The Quantified STF Fund (QSTFX) was recognized by Morningstar as the top-performing tactical allocation fund in 2020, outperforming 99% of its peers.
Adhesion: Why Personalized Service Matters
We know how crucial it is for your clients to have trust in you, so you need to have full trust in your platform provider. Here's how that works.
Dan Loeb's Third Point Outs Self As Crypto Owner
The $17.6 billion hedge fund holds an unknown amount of cryptocurrency through crypto exchange Coinbase’s custody arm.