MARCH 8, 2022

TECHNOLOGY

Wealthbox CRM Raises $31M

Davis Janowski

The software developer plans to add headcount in engineering, marketing and business development.

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ALTERNATIVE INVESTMENTS

Alts Platform Startup Gridline Raises $9M

Diana Britton

Gridline founder and CEO expects to use the funding to double its headcount over the next year, and projects reaching $2 billion of AUM in 2025.

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Sponsored by Laserfiche

Many technology innovations, originally meant to address the challenges of COVID-19, are proving to be useful outside the context of the pandemic — giving today’s financial advisor a unique opportunity to make their firm more cost-efficient, scalable and resilient through digital transformation.

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REGULATION AND COMPLIANCE

Deutsche Bank Fined $2M Over Dark Pool Routing Lapses

Matt Robinson

The firm was accused of violating the so-called best execution rule, which requires brokers to find the most favorable terms for their customers.

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MICHAEL KITCES' #FASUCCESS PODCAST

Eliza De Pardo on Using Human Capital to Scale Up Your Business

Michael Kitces

Eliza De Pardo describes the challenges that advisory firm founders face as they grow their businesses.

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