Investment Platforms
Get the latest news and insights on investment platforms (including digital, mobile and online platforms), and how these developments impact financial advisors, the wealth management industry and more.
Jean Hynes Named Next Wellington CEO
By Ginger SzalaThe head of the Vanguard Health Care Fund will continue leading the portfolio after taking the executive reins from Brendan Swords next summer.
August 24, 2020
Unlike Rivals, Wells Fargo Is Starting Job Cuts: ReportThe bank plans to shrink its headcount via "attrition, the elimination of open roles and job displacements," a spokesperson told Bloomberg.
August 24, 2020
Thinkorswim Complaints Continue Into Second WeekThe issue was resolved before market open on Wednesday, according to TD Ameritrade. But users on Monday reported slowness and other issues.
August 20, 2020
Fidelity Partners With Amazon on Quantum Computing: Tech RoundupAlso, AssetMark launches eService Team to help advisors.
August 18, 2020
What the Fastest Growing RIA Firms Do DifferentlyDFA's Bryce Skaff talks to Pershing's Ben Harrison about what differentiates high-growth firms from low-growth ones.
August 18, 2020
Creative Planning Extends Its Buying SpreeThe firm has just purchased its seventh RIA for the year, this time in Indiana.
August 11, 2020
Creative Planning Scoops Up $600M RIA in CincinnatiThe news comes on the heels of its purchase of Thun Financial Advisors, a $600 million group in Madison, Wisconsin.
August 05, 2020
Tyrone Ross Tapped to Lead Alts Platform Onramp Invest"This is a bigger platform for me to yell and fight for the voiceless," the popular speaker said.