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.
Dani Fava Is Leaving Envestnet
By John ManganaroShe is moving to "a company well-placed to capitalize on emerging industry trends," she said on LinkedIn.
March 19, 2024
3 Key Elements for Successful Succession PlanningBy embracing collaboration, adaptation and mentorship, financial advisors can navigate the succession gap with resilience.
March 19, 2024
Fidelity Customers Report Login TroubleFidelity acknowledged the problem and offered troubleshooting steps.
March 15, 2024
Wall Street's Model-Portfolio Boom May Hit $11T by 2028Exchange-traded funds are seen as a key driver of that growth, according to Broadridge's Andrew Guillette.
March 15, 2024
FINRA Fines Osaic Wealth, Securities America Over Cyber BreachesThe breaches compromised the personal data of more than 32,000 clients, FINRA says.
March 14, 2024
Schwab Sees Bounce in February ResultsNet new assets surged 114% from January but were down 24% from a year earlier.
March 13, 2024
Vanilla Rolls Out Estate Plan VisualizerThe tool, Scenarios, enables advisors to visualize potential federal and state estate tax mitigation strategies in real time.
March 12, 2024
Apex Acquires Automated RebalancerAdvisorArch automates previously time-consuming processes that are key to client service, according to the fintech provider.