• Riskalyze announced powerful new tax intelligence capabilities as a part of Riskalyze Elite.
  • Equitrust Financial Group joined LPL Financial’s broker-dealer and corporate RIA platforms.
  • Interactive Brokers is being forced to pay $38 million in fines for failing to investigate and report suspicious activity on its platform.
  • Intuit QuickBooks Canada joins Digital Main Street to help Canadian small businesses digitally transform.
  • Thomson Reuters acquired CaseLines without disclosing financial terms.
  • iCapital Network partners with PGIM Investments to provide enhanced access to alternatives.
  • Ocrolus was named to the annual Inc. 5000 list as the 30th fastest growing private company in America.

 

RIskalyze
Riskalyze announced tax intelligence capabilities for its advisor trading platform and showcased portfolio analytics as a part of Riskalyze Elite, as well as expanded coverage for structured notes on the platform.


LPL Financial
LPL Financial LLC announced that Equitrust Financial Group, Ltd. has joined its broker-dealer and corporate registered investment advisor (RIA) platforms, leveraging LPL as custodian.


Interactive Brokers
Greenwich, Conn.-based Interactive Brokers is being forced to pay $38 million in fines to FINRA, the SEC and the Commodity Futures Trading Commission for failing to investigate and report suspicious activity on its platform.


iCapital Network
iCapital Network formed a partnership with PGIM Investments, the retail distribution arm of PGIM, to provide a customized technology solution to augment PGIM Investments’ distribution and servicing capabilities.


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