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.
Top 10 RIA Deals in the First Half of 2022
By Jeff BermanEchelon Partners and DeVoe & Co. both say 2022 is on track to be a strong year for M&A despite shifting trends.
August 25, 2022
LUMINARIES 2022 Finalists: Thought Leadership — IndividualsThese 32 industry VIPs have demonstrated excellence through innovative insights, practices and research.
August 25, 2022
Life and Annuity Issuers Still Need Modernization Help: GenpactThe IT services company wants to plug old and new systems into the same "orchestration layer."
August 25, 2022
ICapital to Buy UBS Alt Feeder Fund Platform: Tech RoundupAlso, Morgan Stanley at Work expanded fractional share trading capabilities.
August 25, 2022
5 Red Flags to Avoid When Choosing a TAMPThe right TAMP will look for ways to help you better serve your clients and grow your business.
August 23, 2022
How Small RIAs Can Grow While Staying in ControlFirms with $300 million in assets or less must make partnership decisions carefully. Here's what to consider.
August 19, 2022
Schwab-TD Ameritrade Integration Still on Track: ExecutiveSchwab has also launched Jump Start, which lets TD advisors "choose to open new accounts on the Schwab platform," says Alison Dooher.
August 19, 2022
Dynasty Partners With Pontera on Retirement Outcomes: Tech RoundupAlso, Orion has partnered with Apex to launch a fast, fully digital account opening for independent advisors.