JANUARY 9, 2020

PEOPLE

Diana Britton

His death marked a great loss for the RIA industry on Wednesday; he arguably had the biggest impact on who regulates SEC-registered advisors.

INDUSTRY

Is Envestnet's minority investment in Dynasty Financial Partners foreshadowing an acquisition down the road?

MARKETING

Stephen Boswell and Kevin Nichols

Financial advisors should be using video for more than just updating clients on the markets.

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