Asendium Announces Partnership with Fourth Line to Deliver Compliant Advice

Financial advice disrupter Asendium has announced it has entered a Memorandum of Understanding with RegTech firm Fourth Line to integration platforms and enable Asendium customers to receive risk and compliance reviews of advice documents as part of their advice delivery. ...

Change Must Come From The Top

By Scott Miller Over the last few years, Licensees have been making an effort to adopt technology to assist their financial planners in delivering advice more efficiently and affordably without compromising their compliance standards. Yet, the challenge is reaching a...