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.
CAIS Expands Alternative Strategy Offerings
By Dinah Wisenberg BrinSeveral alternative investment managers have introduced or expanded strategies on the CAIS platform.
September 17, 2024
What's Behind Fidelity's Move to Restrict 401(k) Login SharingThe move highlights tension between cybersecurity and the freedom of advisors and clients to use account data.
September 17, 2024
LPL Opens New 43,000-Square-Foot Home Office in ArizonaLPL expects to accommodate 300 employees in the Tempe office by year-end, with more in 2025.
September 16, 2024
Morningstar Adds Broadridge Securities-Based Lending Tools to Advisor WorkstationSecurities-based lending solutions are used by advisors to help address clients' liquidity needs.
September 12, 2024
AssetMark Adds Morningstar Wealth as Third-Party StrategistThis launch will enable financial advisors working with AssetMark to access a range of model portfolios and SMAs.
September 12, 2024
Hightower Backs $2.3B Florida Wealth FirmHightower, led by Bob Oros, now works with 140 advisory businesses.
September 12, 2024
Meet the Luminaries Class of 2024 FinalistsFountainbleu / Las Vegas, NV / December 11. 2024
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.