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.
Foundation Source Buys Fintech Firm Powering Charityvest
By John ManganaroThe acquisition will help the charitable giving technology provider offer a fund platform with an improved user experience.
October 10, 2024
Fidelity Reports Data Breach Hitting 77,000 ClientsA third party opened two Fidelity accounts and used them to obtain customers' personal data, the company says.
October 08, 2024
Fidelity to Unveil Revamped Desktop-Trading PlatformThe new Active Trader Pro will feature faster processing speeds and a refreshed look.
October 07, 2024
Wells Fargo Client Sues Over Data BreachThe bank discovered the breach in July; a lawsuit alleges the it waited three months to notify customers.
October 04, 2024
LPL Closes Acquisition of Atria Wealth SolutionsThe firm said it expects to meet or exceed its 80% advisor retention goal.
October 02, 2024
How Private Equity Ownership Will and Won't Change AssetMarkTwo top executives from the firm offered ThinkAdvisor an inside look at AssetMark's growth strategy.
October 01, 2024
Orion Introduces Capital Group ETF PortfoliosThe model portfolios are available via Orion Portfolio Solutions and on Brinker Capital's platform.
September 30, 2024
TIAA Retail Customer Data Exposed in Vendor BreachData for close to 9,000 TIAA and TIAA-CREF Life customers was exposed, the firm said.