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.
Bonus Culture on Wall Street Is Coming to an End
By Katie Linsell | Lananh NguyenChanges will render individuals' judgment less important; many in finance and insurance will lose their jobs.
December 10, 2019
Carr Named Chief Advisory Officer of WMS PartnersThe former PNC exec is set to head up team of 30 financial professionals serving the Baltimore wealth market.
December 06, 2019
Fund With Bitcoin Futures Strategy Preps for LaunchThe fund expects to value its Bitcoin futures holdings at daily settlement prices reflected on a CFTC-registered futures exchange, said SEC's Blass.
December 03, 2019
This Boot Camp Whips Couples' Money Management Skills Into ShapeRichard Davey co-founded an online program to help young couples deal with the "touchy stuff."
November 21, 2019
Schwab to Buy TD Ameritrade for $26B: ReportThe move comes amid pressure on revenues caused by October's race to zero commissions.
November 19, 2019
Creative Planning Acquires Its Third FirmMore acquisitions are on the way around year-end, according to CEO Peter Mallouk.
November 15, 2019
WMS Partners Names Ex-Wells Fargo Exec CEOTodd Wickwire, promoted from COO, was previously head of U.S. equity research at Wells Fargo for 20 years.
November 06, 2019
Goldman Exec to Lead United Capital's FinLifeWith the hand-off in ownership, United Cap also is adding access to Goldman Sachs' products and changing its FinLife pricing.