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Global IT Outage Hits Wealth Management

WealthStack
 
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WealthStack

JULY 19, 2024

Top Stories

Global IT Outage Affecting Microsoft Systems Hits Wealth Management

Davis Janowski

The outage began early Friday morning with a software update from the cybersecurity provider Crowdstrike as the likely culprit. Schwab posted on its website a message warning users of potential issues.

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170 Advisory Firms Have Joined iCapital Year-to-Date

Elaine Misonzhnik

Ashton Thomas Private Wealth has become the latest RIA to adopt the alternative investment platform.

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Charles Schwab Execs: TD Ameritrade Transition Has Gone 'As Anticipated'

Elaine Misonzhnik

CEO Walt Bettinger said asset and revenue attrition levels from the integration of the two firms are below original estimates.

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Technology News

Smarsh Announces Partnership With OpenAI

Davis Janowski

Integrations will enable compliance, capture and analysis of data from ChatGPT Enterprise usage.

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Osaic Launches More Sophisticated Retirement Income Planning Tools

Davis Janowski

The updates were done in partnership with IncomeConductor software.

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Retirement Tech Startup Notches $1.33B Valuation

Katie Roof

Human Interest helps small businesses set up 401(k) services.

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Podcast

ADJUSTED FOR RISK PODCAST

Trends in SMB Space Present Opportunities for Wealth Managers

Ryan Nauman

InterVal's Trevor Greenway explains how advisors can solve the challenge of determining the value of small- and medium-sized business when creating a financial plan for owners.  

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Commentary

The Future of RegTech for Wealth Management

Sid Yenamandra

Regulatory intelligence, data management, smart workflow and data security are key tenets compliance officers will need their tools to meet going forward.  

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