Morningstar this week announced the retirement of its Office platform product for advisors and a partnership with SS&C Black ...

The two-decade veteran, whose career also includes a stint at Merill Lynch, will help shape strategy for the Google ...

Zeplyn, the AI assistant for financial advisors, today announced that Kabir Sethi, former Chief Product Officer of LPL Financial and a senior technology executive at Merrill Lynch, has joined the ...

Easterly Asset Management has hired a new senior vice president of sales for the Northeast region to drive relationships with ...