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.
Morningstar Adds Broadridge Securities-Based Lending Tools to Advisor Workstation
By John ManganaroSecurities-based lending solutions are used by advisors to help address clients' liquidity needs.
September 12, 2024
Hightower Backs $2.3B Florida Wealth FirmHightower, led by Bob Oros, now works with 140 advisory businesses.
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.
September 10, 2024
LPL Recruits HNW Advisor Duo From BofAPrivate client advisor John Duane and portfolio manager Gregory Giantsos intend to expand services to additional client segments.
September 10, 2024
T. Rowe Price, New York Life Caught Up in Data Breach Affecting 6M CustomersData from at least three other financial services firms was compromised in a 2023 ransomware attack at IMS.
September 10, 2024
Orion Taps CFO From Private Equity SpaceMark Mayo joins the wealth management technology platform provider after eight years with a drug testing company.
September 10, 2024
Fidelity Customers Hit Login TroubleDowndetector logged more than 10,000 problem reports for Fidelity around 11:20 a.m.
September 09, 2024
For These Dealmakers, RIA Consolidation Is a Race to ScaleIndustry leaders, at a recent summit, noted the influence of private equity in acquiring smaller firms.