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.
For Wealth Managers, M&As Surge to New Record in 2019
By Bernice NapachThe same forces that drove M&A activity in 2019 are expected to prevail this year, according to Fidelity.
December 13, 2019
RIA M&As Keep on Chugging: FidelityThe November total is flat from a year ago, but the number of RIA deals is up 36% year to date, Fidelity says.
December 10, 2019
Carr Named Chief Advisory Officer of WMS PartnersThe former PNC exec is set to head up team of 30 financial professionals serving the Baltimore wealth market.
December 06, 2019
Fund With Bitcoin Futures Strategy Preps for LaunchThe fund expects to value its Bitcoin futures holdings at daily settlement prices reflected on a CFTC-registered futures exchange, said SEC's Blass.
December 03, 2019
This Boot Camp Whips Couples' Money Management Skills Into ShapeRichard Davey co-founded an online program to help young couples deal with the "touchy stuff."
November 21, 2019
Schwab to Buy TD Ameritrade for $26B: ReportThe move comes amid pressure on revenues caused by October's race to zero commissions.
November 19, 2019
Creative Planning Acquires Its Third FirmMore acquisitions are on the way around year-end, according to CEO Peter Mallouk.
November 15, 2019
WMS Partners Names Ex-Wells Fargo Exec CEOTodd Wickwire, promoted from COO, was previously head of U.S. equity research at Wells Fargo for 20 years.