Snappy Kraken Adds Real-Time CRM Syncing
By John ManganaroSnappy Kraken CEO Robert Sofia says advisors can now sync the marketing platform with Orion, Salesforce and others.
October 22, 2025
Vanguard CEO: Why Low Fees, Simplicity Still MatterSalim Ramji also discussed high stock valuations and private investments at the 2025 Bogleheads Investing Conference.
October 22, 2025
Joe Duran's Rise Growth Makes Third Minority InvestmentThe stake in Krilogy is meant to accelerate overall growth and geographic expansion.
October 22, 2025
FINRA Suspends Ex-Fidelity Rep Over Social Media PostsKevin Jenkins ran a company that posted unapproved finance-related content, according to FINRA.
October 22, 2025
Carson's Detrick: Bull Market Could Run Years LongerThe market strategist said he was confident of a "good-sized" rally in the fourth quarter.
October 22, 2025
Investment Firm Acquires LifeSecure From Michigan BlueLifeSecure has been known for selling long-term care insurance at the worksite.
October 22, 2025
FPA Names New CEODennis Moore has been chief operating officer and interim CEO since February.
October 21, 2025
Senate Passes Bill to Help Taxpayers Fix ErrorsThe IRS MATH Act would simplify notices informing taxpayers of mistakes on their tax filings.