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.
Dynasty Teams With RIA Mariner to Launch Wealth Platform
By Ginger SzalaThe venture aims to combine Dynasty's platform with Mariner's wealth management skills.
April 02, 2020
Hightower Grabs Stake in Wellspring: RIA RoundupMeanwhile, Allworth Financial, formerly Hanson McClain Advisors, has bought Houston Asset Management.
March 30, 2020
Quick Review of Wells Fargo's Latest DevelopmentsThe bank recently suspended a move tied to ending an account-fee waiver.
March 27, 2020
Morgan Stanley Delays Change to Comp GridBut other planned changes, such as one tied to its small-household policy, will be instituted on May 1.
March 23, 2020
Blockchain Investing Opportunities Your Clients Should Know AboutAdvisors who are aware of these opportunities can keep their clients well-positioned for the future.
March 12, 2020
Wells Fargo Advisors Raises Required Asset Level for Fee WaiverIn September, the asset level required to avoid the fee will be raised from $250,000 to $500,000.
March 05, 2020
Stifel, Ameriprise Nab Reps From Merrill, Wells FargoMeanwhile, LPL Financial and Raymond James share details on their latest hires.
February 27, 2020
Should You Call Clients When the Market Tanks? Of Course!Here are 10 reasons why you should pick up the phone.