The rule had required reporting entities that act as custodians for crypto assets to include safeguarding liabilities and the corresponding assets as footnotes to financial statements
Through the collaboration, Aladdin Wealth hopes to enhance product suitability capabilities and enable financial advisors to make more informed portfolio recommendations for end investors
Based in Boston, Salih will be responsible for establishing a cohesive operating model with the aim of delivering a consistent experience for North American clients
Praxis will use Allvue’s technology to support client growth and improve efficiency and provide real-time data and portfolio management tools to clients