FolioDynamix Releases 8.0, Focused on the Advisor Experience
02 juin 2016 09h00 HE
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FolioDynamix
NEW YORK, June 02, 2016 (GLOBE NEWSWIRE) -- FolioDynamix, a leading provider of wealth management technology and advisory services, has announced the launch of FolioDynamix 8.0. The new FolioDynamix...
FolioDynamix Platform Named Best Cutting-Edge Solution by FTF News
10 mai 2016 09h00 HE
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FolioDynamix
NEW YORK, May 10, 2016 (GLOBE NEWSWIRE) -- FolioDynamix, a leading provider of wealth management technology and advisory services, announces that its platform was recognized by Financial Technology...
Regulators and Industry Experts Address Key Trends and Challenges at Fifth Annual RegEd Compliance Alliance Conference
03 mai 2016 09h30 HE
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RegEd
Raleigh, NC , May 03, 2016 (GLOBE NEWSWIRE) -- Financial services compliance, licensing and registration, and operations professionals assembled at the fifth annual RegEd Compliance...
FolioDynamix Hosts April 26 Webinar to Help Firms Prepare for DOL Fiduciary Rule Change
11 avr. 2016 09h00 HE
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FolioDynamix
NEW YORK, April 11, 2016 (GLOBE NEWSWIRE) -- FolioDynamix, a leading provider of wealth management technology and advisory services, today announced that it will host a webinar titled “Success in...
CNL Financial Group Executive to Lead Webinar on Department of Labor Fiduciary Rule
07 avr. 2016 15h12 HE
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CNL Financial Group
Orlando, Fla., April 07, 2016 (GLOBE NEWSWIRE) -- CNL Financial Group, a leading sponsor of alternative investment products, will sponsor a webinar on the rule issued by the Department of Labor...
ADISA Successfully Advocates Alongside Industry Organizations to Secure Impactful Changes to the Final DOL Fiduciary Rule
06 avr. 2016 17h05 HE
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ADISA
WASHINGTON, April 06, 2016 (GLOBE NEWSWIRE) -- As expected, the Department of Labor today released its final fiduciary rule. ADISA, the nation’s largest trade association representing the...
FolioDynamix Creates Solution to Help Firms Prepare for DOL Fiduciary Rule Change
15 mars 2016 09h00 HE
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FolioDynamix
NEW YORK, March 15, 2016 (GLOBE NEWSWIRE) -- The upcoming DOL Fiduciary Rule change finds many financial services firms scrambling to put steps and solutions in place to help advisors affected by...