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.
Cyberattack on IT Firm Hits BofA and Northwestern Mutual
By Allison BellThe companies use Infosys McCamish systems to run their nonqualified deferred compensation plans.
February 20, 2024
Dynasty Taps Schwab Veteran Tim Oden as Executive-in-ResidenceOden, an RIA specialist, joins Dynasty after leaving Schwab last fall.
February 20, 2024
Zinnia Gets Court Approval to Buy AnnuityNet's ParentThe would-be parent may have more cash to help AnnuityNet keep up with iPipeline and FireLight.
February 20, 2024
In Advisory Fees, the Future Is Flat, Facet Founder Argues"If you want to help the mass affluent, you have to rethink pricing," Anders Jones tells ThinkAdvisor.
February 20, 2024
Kestra Adds $9.5B in New AssetsThe firm welcomed 110 advisors during 2023, marking its most successful recruiting year yet, says one executive.
February 14, 2024
Progress Software Fights to Keep MOVEit Hack Cases in BostonThe software firm says even MOVEit cases with other defendants should be centralized.
February 13, 2024
Morningstar Wealth Platform Adds Outside SMAsThe accounts expand the investment choices that advisors can use to build portfolios, the financial services firm said.
February 13, 2024
Users Report Merrill Edge Site IssuesSocial media posts suggested the brokerage's app and website experienced a glitch.