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.
First Advyzon Conference Highlights Tech Updates and More
By Timothy WelshThe gathering focused on platform technology and included speeches by non-tech leaders, like Pixar's Mathew Luhn.
February 22, 2024
Wells Fargo Brokerage Users Report Trading Service OutageWells Fargo online customers reported issues with trading, brokerage and logins.
February 21, 2024
Aaron Klein to Join Ezra GroupThe former head of Nitrogen, earlier known as Riskalyze, will be executive-in-residence for the consulting group.
February 20, 2024
Dynasty Taps Schwab Veteran Tim Oden as Executive-in-ResidenceOden, an RIA specialist, joins Dynasty after leaving Schwab last fall.
February 20, 2024
Zinnia Gets Court Approval to Buy AnnuityNet's ParentThe would-be parent may have more cash to help AnnuityNet keep up with iPipeline and FireLight.
February 20, 2024
In Advisory Fees, the Future Is Flat, Facet Founder Argues"If you want to help the mass affluent, you have to rethink pricing," Anders Jones tells ThinkAdvisor.
February 20, 2024
Kestra Adds $9.5B in New AssetsThe firm welcomed 110 advisors during 2023, marking its most successful recruiting year yet, says one executive.
February 14, 2024
LPL's Steinmeier: Why We Bought Atria and What's NextLPL had been courting Atria for some time and finally found its opening last year, the executive says.