After completing our initial SOC 2 Type II audit, we reflect on the risks faced by our members and how we plan to address them with our platform.

Basel, Switzerland is home to an internationally renowned art fair, stunning architecture dating back to the Holy Roman Empire, and, of course, The Basel Committee on Banking Supervision. How will the latest iteration of Basel III impact banks?

Over the last fifteen years, independent advisors have grown rapidly, with estimated total assets of $8T — quadruple the number from 2009. We spoke to Brad Wales about the drivers behind that growth and the infrastructure in place to support it.