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.
Commonwealth Rolls Out Tax Planning, Efficiency Tools for Advisors
By John ManganaroWayne Bloom says he likes to think of Commonwealth as a time merchant for advisors.
October 07, 2024
Wells Fargo Client Sues Over Data BreachThe bank discovered the breach in July; a lawsuit alleges the it waited three months to notify customers.
October 04, 2024
LPL Closes Acquisition of Atria Wealth SolutionsThe firm said it expects to meet or exceed its 80% advisor retention goal.
October 02, 2024
How Private Equity Ownership Will and Won't Change AssetMarkTwo top executives from the firm offered ThinkAdvisor an inside look at AssetMark's growth strategy.
October 01, 2024
Orion Introduces Capital Group ETF PortfoliosThe model portfolios are available via Orion Portfolio Solutions and on Brinker Capital's platform.
September 30, 2024
TIAA Retail Customer Data Exposed in Vendor BreachData for close to 9,000 TIAA and TIAA-CREF Life customers was exposed, the firm said.
September 30, 2024
LPL Names Cheri Belski Head of Investment Management SolutionsCheri Belski is tasked with leading investment efforts across LPL's research programs, investment products and advisory platforms.
September 30, 2024
Elevation Point Nabs Ex-Dynasty Exec as COOCaitlin Douglas will oversee the optimization of the new RIA firm's growth and recruiting strategies.