7 New Findings About Workers' Retirement Accounts: Fidelity

Published on August 28, 2024

While investors have had to navigate volatility, markets have propelled balances higher in 2024. But can that last?

       
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RegVerse boosts compliance support for RIAs with Avery platform update

August 28, 2024
Surge Ventures, the wealth and financial services-focused tech investment firm, announced that its inaugural venture has boosted its capacity to address firms’ compliance challenges.Surge Ventures revealed RegVerse, an AI-driven regtech solution, has expanded its Avery platform with Fusion1, a new suite of workflow tools designed to enhance compliance and surveillance capabilities for RIAs and bro

Top IAA Lobbyist to Retire

August 28, 2024
Neil Simon will step down at year end, with Gail Bernstein, general counsel, adding public policy direction.      Related StoriesSEC Charges Firm, CEO With Bilking Hundreds of Clients - EnclosureRisks Are Piling Up for Firms' Cash Sweep Programs: Report - EnclosureIcahn Reaches $2M SEC Settlement After Margin Loans Probe - Enclosure