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.
June 26, 2024
Orion Rolls Out Menu of Stand-Alone Tech ServicesRisk and compliance supervision services are now being offered à la carte; soon, its trading platform will be.
June 25, 2024
Vanguard Clients Report Login TroubleVanguard website users complained that they couldn't log into their accounts and trade.
June 25, 2024
Vanguard Adds Short-Term Planning to Robo, Hybrid ServicesClients will be able to plan for goals less than 18 months away starting July 9.
June 24, 2024
Troublemakers, Be Warned: AI Is WatchingSmarsh CEO Kim Crawford Goodman tells ThinkAdvisor how new tools can help firms spot bad actors.
June 21, 2024
State Street Global Advisors Taps Schwab Exec as COOJames Ferrarelli has served as chief information officer for Schwab's wealth and asset management divisions.
June 20, 2024
MOVEit Cyberattack Suits Could Get a FrameworkThe data security breach affected more than 26 million users' life insurance, annuities and retirement savings programs.
June 20, 2024
AssetMark to Acquire $12B in Assets From Morningstar WealthAdvisors using Morningstar's TAMP will gain access to AssetMark's full platform of services and investment strategists.
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.