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.
Cetera's Avantax Inks Acquisition of $760M Wealth Firm
By John ManganaroIntegrated Tax and Wealth Management's advisors will become W-2 employees of Avantax Planning Partners.
April 29, 2024
TD Ameritrade Hit With $600K FINRA Fine Over Options Trading ApprovalsThe brokerage's automated system for approving customers for options trading failed to detect red flags.
April 26, 2024
What If a Client Asks ChatGPT About the Elections?The AI offers reasonable advice, with an interesting call to action.
April 25, 2024
AssetMark Sold to PE Firm for $2.7BBased in California, AssetMark has about $117 billion of assets on its platform and serves 9,300 financial advisors.
April 24, 2024
Future Proof Plans New 'Citywide' Event in Miami BeachThe gathering aims to redefine the landscape of investment management conferences in the United States, the CEO said.
April 24, 2024
Carson Group Names New CFO From OrionDaniel Applegarth is one of a number of leaders added since Burt White replaced Ron Carson as CEO.
April 24, 2024
Two Ways Advisors Can Add Value, Without Picking Stocks"The industry's historical model of how we add value is under threat," MyVest CEO Anton Honickman says.
April 23, 2024
Advisor360 Taps Former MassMutual Exec as CEOMike Fanning takes the helm from Richard Napolitano, who will retire May 1.