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.
The Best & Worst Mobile Apps for Wealth Management: J.D. Power, 2021
By Michael S. FischerOverall customer satisfaction with these apps rose nine points year over year to 858 on a 1,000-point scale.
November 19, 2021
17 Top Financial Services M&A Deals of 2021M&A action involved BDs like LPL and Raymond James and asset managers like BlackRock, Vanguard and State Street.
November 18, 2021
Robinhood Sued Over Data BreachThe 7 million affected customers face a lifetime risk of identity theft due to the firm's failure to safeguard data, the suit maintains.
November 18, 2021
Envestnet Adds Structured Products, Teaming With Goldman Spinoff: Tech RoundupAlso, Goldman Sachs Advisor Solutions picks InspereX's BondNav as fixed income market tech for independent RIAs.
November 17, 2021
Clients Want Tax-Smart Advice, and Most Aren't Getting It: OrionOnly 20% of advisors employ ongoing, automated tax management, according to a survey commissioned by Orion Advisor Solutions.
November 11, 2021
XYPN to Launch Virtual Assistant Program for Advisor MembersA pilot for the program is expected to start in Q2 2022, says Alan Moore, XYPN CEO and co-founder.
November 11, 2021
Vanguard Model Portfolios Added to CircleBlack Platform: Tech RoundupAlso, Betterment for Advisors made a deal with an advisor-client matchmaker.
November 09, 2021
SEC Finds Widespread Deficiencies Among Robo-AdvisorsNearly all the advisors examined, including those serving retirement plans, received deficiency letters, the SEC said.