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.
10 Best Robo-Advisors: Q4 2023
By Michael S. FischerRobos have taken some hits recently over weak profits and regulatory woes, Condor Capital reports.
February 27, 2024
Orion Expands Access to DPL's Commission-Free Annuity MarketplaceAn expanded partnership gives thousands of RIAs direct access to annuities and other insurance products.
February 22, 2024
Cyberattack on IT Firm Hits BofA and Northwestern MutualThe companies use Infosys McCamish systems to run their nonqualified deferred compensation plans.
February 22, 2024
Wells Fargo Brokerage Users Report Trading Service OutageWells Fargo online customers reported issues with trading, brokerage and logins.
February 21, 2024
Aaron Klein to Join Ezra GroupThe former head of Nitrogen, earlier known as Riskalyze, will be executive-in-residence for the consulting group.
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.