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.
Duran's Rise Growth Makes First RIA Investment
By John ManganaroIt is acquiring a minority stake in Bleakley Financial, which works with nearly $10 billion in assets and is based in Fairfield, New Jersey.
August 15, 2024
eMoney Expands Open API ProgramWealth firms can use the software for syncing and enriching client data, as well as for custom reporting.
August 14, 2024
$630M Advisor Team Joins Commonwealth From OsaicKrueger Financial Services has three advisors and is based in Tempe, Arizona.
August 13, 2024
LPL Expands Business Support, Tech ServicesBy year-end, the IBD plans to expand its offerings to 20 services from 14.
August 12, 2024
BD to Pay $1.2M to Settle Reporting ChargesThe firm didn't adopt adequate anti-money laundering policies or file one suspicious activity report for three years, the regulator says.
August 06, 2024
Advisors Made Trades as Retail Investors Struggled to Log OnFinancial professionals appeared to have better luck with brokerage platforms than did invetors during Monday's market turmoil.
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.