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.
MOVEit Cyberattack Suits Could Get a Framework
By Allison BellThe data security breach affected more than 26 million users' life insurance, annuities and retirement savings programs.
June 17, 2024
Luminaries FAQ: How to Participate in ThinkAdvisor's 2024 Awards ProgramNominations for individuals and firms are due July 24. Here's how to do submit them in 10 categories this year.
June 13, 2024
Fidelity and Envestnet Build Out Wealth Management PlatformThe companies are combining technology and services to offer a comprehensive wealth and advisory solution.
June 11, 2024
Schwab Customers Fume Over Persistent Login ProblemsUsers of Schwab's thinkorswim app also experienced login issues.
June 10, 2024
Luminaries 2024 Nominations Are Now OpenOur expanded recognition program will accept nominations until July 17. There's no cost to participate.
June 06, 2024
Pershing X Updates Wealth Management PlatformThe features, including an interconnected client portal, were revealed at the firm's annual financial advisory conference.
June 05, 2024
Envestnet Launches Custom Strategies With 4 Big Asset ManagersBlackRock, Fidelity, Franklin Templeton and State Street Global Advisors will become partners in offering solutions for wealthy clients.
June 04, 2024
BNY Mellon, Pershing Launch Integrated Services at Insite ConferenceThe bundled offering aims to deliver comprehensive investment solutions to advisors, says distribution executive David DiPetrillo.