Saturday, June 23, 2018
Tags Advisory

Tag: Advisory

Risk Focus introduces regulatory reporting advisory service

Risk Focus Inc., the leading provider of Trading and Risk Solutions, today announced their new Regulatory Reporting Advisory (RRA). Read more: www.finextra.com

Wells Fargo combines tech and humans for investment account

Wells Fargo is blending robo-advisor technology with the human touch for a new investment advisory account dubbed Intuitive Investor. Read More: www.finextra.com

True Link Financial scores $8m in Series A led by QED

California-based True Link Financial has scored $8m in its Series A equity round led by QED Investors. : fintech.global

AI is augmenting Morgan Stanley’s advisers — not replacing them

Convinced that clients crave human interaction, the Wall Street firm is using machine learning to help its financial advisers stay informed and work efficiently. Read more: www.americanbanker.com