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.
LPL Expands Business Support, Tech Services
By John ManganaroBy year-end, the IBD plans to expand its offerings to 20 services from 14.
August 05, 2024
$3.6B West Coast RIA to Join Colony GroupThe two Focus Financial affiliates are forming a combined entity with some $114 billion in assets.
August 05, 2024
Wall Street Hit by Fears Economy Is in 'Danger Zone'Ed Yardeni said today's selloff is like the '87 crash, when the economy averted a downturn despite investors' concerns.
August 05, 2024
Schwab, Fidelity, TD, Vanguard Trading Sites Faced Outages as Stocks PlungedInvestors reacting to the market rout reported login problems this morning on several major brokerage sites.
August 01, 2024
SEI, Canoe Update Data Flows for Family OfficesPrivate equity and hedge fund valuations, as well as private equity call and distribution data. are now automated.
July 26, 2024
What's Behind the Latest 'Record Year' for eMoney?The firm aims to both foster and benefit from the continued rise of financial planning, Susan McKenna maintains.
July 23, 2024
KKR to Buy Janney Montgomery Scott From Penn MutualJanney will become a standalone private company that will continue to operate independently.
July 23, 2024
Genstar Capital Acquires Majority Stake in DocupaceFTV Capita, which invested in the back-office software maker in 2020, will remain a minority investor.