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The Department of Labor (DOL) and the current administration are in a high stakes game of tug-of-war over the specifics of the fiduciary rule, leaving broker-dealers and RIAs in a prolonged state of limbo. The first phase of the rule went...
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16 Oct
Posted by Sycamore Company in
Last week, we recapped our client’s presentation at the 2017 Laser App Financial Services Conference, where Prospera Financial Services discussed the benefits of partnering with Sycamore Company. In this week’s blog, we recap our own experience where our Business Development Consultant,...
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10 Oct
Posted by Sycamore Company in
We recently had the opportunity to join our client, Prospera Financial Services, at the 2017 Laser App Financial Services Conference earlier this year. Marco Galvan, IT Manager with Prospera, took to the stage to talk about their experience utilizing our platform....