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.
Kitces: 5 Industry Trends Reshaping Financial Advice
By Roger WohlnerThe advice business has reached a generational turning point, the popular blogger says.
July 19, 2024
Brokerages, Banks Caught Up in Massive Tech OutageClients at Bank of America, JPMorgan Chase, Schwab and Wells Fargo reported problems Friday morning.
July 17, 2024
World Investment Advisors Acquires $3.5B Wealth FirmThe firm formerly known as Pensionmark is adding 76 staffers and 15 offices across the Northeast and Ohio.
July 17, 2024
Apex Launches Cloud-Based Investment PlatformThe goal of the system is to help financial services clients "build nimble" and "run vast."
July 17, 2024
New Nominations Deadline for the 2024 Luminaries AwardsThinkAdvisor's recognition program is accepting nominations through July 24. There's no cost to participate.
July 16, 2024
Advisor360 Launches Bulk Repapering ServiceThe firm says its new service can transition up to 6,000 client accounts in a matter of minutes.
July 12, 2024
'Bain Is Not Coming in Here to Cut': Envestnet ExecEVP Tom Sipp shares an insider's view on Envestnet's sale to Bain Capital and several minority investors.
July 11, 2024
Wealth Firm Serving Doctors Lands $200M Investment, Buys RIAThe investment will help fuel more deals and product development, Earned Wealth says.