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.
AssetMark Adds Morningstar Wealth as Third-Party Strategist
By John ManganaroThis launch will enable financial advisors working with AssetMark to access a range of model portfolios and SMAs.
September 10, 2024
Inside Edward Jones' Evolving Wealth StrategyA healthy culture is driving tech adoption and planning-first service at the firm, says Lena Haas.
September 10, 2024
LPL Recruits HNW Advisor Duo From BofAPrivate client advisor John Duane and portfolio manager Gregory Giantsos intend to expand services to additional client segments.
September 10, 2024
T. Rowe Price, New York Life Caught Up in Data Breach Affecting 6M CustomersData from at least three other financial services firms was compromised in a 2023 ransomware attack at IMS.
September 10, 2024
Orion Taps CFO From Private Equity SpaceMark Mayo joins the wealth management technology platform provider after eight years with a drug testing company.
September 10, 2024
Fidelity Customers Hit Login TroubleDowndetector logged more than 10,000 problem reports for Fidelity around 11:20 a.m.
September 09, 2024
For These Dealmakers, RIA Consolidation Is a Race to ScaleIndustry leaders, at a recent summit, noted the influence of private equity in acquiring smaller firms.
September 05, 2024
BNY to Buy Archer Platform in Wealth PushThe deal should help BNY with the infrastructure for and distribution of managed accounts to financial advisors and their clients.