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.
$3.6B West Coast RIA to Join Colony Group
By John ManganaroThe two Focus Financial affiliates are forming a combined entity with some $114 billion in assets.
August 01, 2024
SEI, Canoe Update Data Flows for Family OfficesPrivate equity and hedge fund valuations, as well as private equity call and distribution data. are now automated.
July 26, 2024
What's Behind the Latest 'Record Year' for eMoney?The firm aims to both foster and benefit from the continued rise of financial planning, Susan McKenna maintains.
July 23, 2024
KKR to Buy Janney Montgomery Scott From Penn MutualJanney will become a standalone private company that will continue to operate independently.
July 23, 2024
Genstar Capital Acquires Majority Stake in DocupaceFTV Capita, which invested in the back-office software maker in 2020, will remain a minority investor.
July 22, 2024
Kitces: 5 Industry Trends Reshaping Financial AdviceThe advice business has reached a generational turning point, the popular blogger says.
July 19, 2024
Focus Financial to Merge Atlanta-Based Wealth Shop With Colony GroupThis and other recent deals have pushed The Colony Group's assets to about $110 billion.
July 19, 2024
SEC Launches Sweep of RIAs' T+1 ComplianceRIAs have received letters asking for details on procedures for trade affirmation and recordkeeping, K&L Gates attorneys say.