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.
RIA M&As Keep on Chugging: Fidelity
By Jeff BermanThe November total is flat from a year ago, but the number of RIA deals is up 36% year to date, Fidelity says.
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.
November 06, 2019
Goldman Exec to Lead United Capital's FinLifeWith the hand-off in ownership, United Cap also is adding access to Goldman Sachs' products and changing its FinLife pricing.
October 23, 2019
UBS to Expand Lineup of No-Fee SMAsPlus, the firm is opening its asset management platform to outside vendors to better align its offerings with SEC Reg BI.
October 22, 2019
12 Top US Wealth Management FirmsAite Group finds many of the biggest financial services firms boosting their wealth management capabilities.