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.
Kestra Adds $9.5B in New Assets
By John ManganaroThe firm welcomed 110 advisors during 2023, marking its most successful recruiting year yet, says one executive.
February 13, 2024
Users Report Merrill Edge Site IssuesSocial media posts suggested the brokerage's app and website experienced a glitch.
February 12, 2024
Credentials Boost Planners' Confidence and Client Base: SurveyContinuing financial education breeds success and career satisfaction, the College for Financial Planning found.
February 07, 2024
The New Spot Bitcoin ETFs Aren't Actually ETFsThe misnomer has caused some confusion among both investors and financial professionals.
February 05, 2024
SS&C Seeks $889M in Appeal of BNY Data-Misuse CaseBNY Mellon "destroyed and refused to produce relevant evidence" that would have shown how it used market data from SS&C, the appeal says.
February 02, 2024
Adam Malamed Reflects on First Year as Sanctuary Wealth CEOHe has been working on strategic acquisitions "since before it was cool to be independent," he says.
February 02, 2024
Know the Risks: Using Your Clients' 401(k) LoginsHelping clients manage their retirement accounts this way comes with big risks, David Goldman of Pontera says.
February 01, 2024
CAIS Hires David Canter as Strategic AdvisorCanter spent over a decade in leadership roles at Fidelity before joining the alterative investments fintech.