Page 3 - Wealth Platform News Today

/PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, has completed its acquisition of Praemiums operations...

/PRNewswire/ -- Andes Wealth Technologies, an innovative advisor technology company, today announces its integration with Orion Advisor Solutions, the premier...

/PRNewswire/ -- Andes Wealth Technologies, an innovative advisor technology company, today announces its integration with Orion Advisor Solutions, the premier...

What does the future hold for vertical integration? Providers running in-house advice arms, platforms and model portfolios seem to have found a formula for success. But are their clients getting the short end of the stick? By Daniela Esnerova 16 As the distribution landscape has shifted since the RDR, so have product providers’ business models. In a world where commissions suddenly weren’t the only way to get your product to market, many came up with a solution: take ownershi...

Press release content from Business Wire. The AP news staff was not involved in its creation. Pacific Life Announces Data Feed Into SS&C’s Advisory Solutions February 2, 2021 GMT NEWPORT BEACH, Calif.--(BUSINESS WIRE)--Feb 2, 2021-- Continuing the commitment to make it easier for registered investment advisers (RIAs) to integrate annuities into clients’ portfolios, Pacific Life announced that it is now providing annuity data to SS&C Technologies’ Advent Custodial Data Network via the Paci...