Financial Services

LaSalle St. Launches Comprehensive Medicare Support Offering to Create Additional Growth Opportunities for Client Health Planning Financial Advisors

CHICAGO, May 4, 2021 / PRNewswire / – LaSalle St., a family of independent wealth management companies of independent broker-dealer and registered investment advisor (RIA) platforms, today announced the launch of its comprehensive Medicare assistance offering for financial advisers. The new offering – which is part of LaSalle St’s robust …

Read More »

New York Court of Appeals Says New York Department of Financial Services Rule 187 Violates Due Process Rights Because It Is Unconstitutionally Vague | Bressler, Amery and Ross, PC

Amended Regulation 187, Suitability and Best Interest in Life Insurance and Annuity Transactions (Regulation) came into effect on August 1, 2019 for annuity sales and began to apply to life insurance sales. on February 1, 2020. The amendment required that the recommendations be in the best interests of the consumer, …

Read More »

Algorithms in the financial services industry

The ultimate goal of every software product is to convert inputs(provided by end users or automatically received from external systems) in valuable outputs (insights).This is usually done via processing logic (= algorithms), which transform a number of inputs into a set of outputs. In my experience, these process logic components …

Read More »