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WealthStack Roundup: Syntax Integrates With Schwab's iRebal to Streamline Direct Indexing
In addition, news from next-generation CRM provider FinTurk, Zocks and LPL, and Masttro appoints a COO.
Summary as published by WealthManagement.com
More on Schwab
Schwab hub →401k Specialist · Oct 23, 12:23 PM ET
Ubiquity Retirement Wins Inc. Award, Manulife John Hancock Honored for AI Integration, and More: Corporate RoundupCitywire RIA · Oct 23, 12:28 AM ET
Podcast: Schwab takes its cut, Beacon Pointe powers upFinancial Planning · Oct 22, 11:33 AM ET
As smaller rivals keep quiet, Axos opens up on custody feesRIABiz · Oct 22, 9:20 AM ET
An Amazon intern in 2020, Nevis CEO Mark Swan is the unlikely dream weaver for Focus Financial and other big RIA rollups with 'nightmare' integration issues -- with help from Schwab, Fidelity, OpenAI and Anthropic
More on LPL Financial
LPL Financial hub →InvestmentNews · Oct 23, 1:57 PM ET
Ex-LPL, special needs advisor pleads guilty in fraud caseInvestmentNews · Oct 23, 1:52 PM ET
Advisor moves: Raymond James lands $700M Truist team in NaplesWealthManagement.com · Oct 23, 12:23 PM ET
Deals & Moves: Commonwealth Breakaway Kintra Lures Team from LPLAdvisorHub · Oct 23, 3:28 AM ET
Ex-LPL Broker Indicted Over Alleged $11M Ponzi Scheme
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