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.
State Street Global Advisors Taps Schwab Exec as COO
By Dinah Wisenberg BrinJames Ferrarelli has served as chief information officer for Schwab's wealth and asset management divisions.
June 20, 2024
We Can Stop Advisor Industry Churn: Orion CEONew technology and ways of thinking mean more advisors seek a different way to do business, Natalie Wolfsen says.
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.