Covenant Capital founder Nate Harris explains why he left Merrill and opted for the independent broker/dealer model, which he ...

Discover the Generational Wealth Diversity Summit's 10-year journey of empowering minority communities with resources for minority-owned businesses.

SS&C Technologies Holdings, Inc. (Nasdaq: SSNC) today announced the broad rollout of SS&C Accord, an AI-enabled service to ...

The 14-professional team is making a break for independence through the tech-enabled independent advisor platform.

Dynasty Financial Partners today announced that MATAURO, LLC (MATAURO) has joined its high quality platform of technology-driven independent wealth management tools and services.