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.
Lori Hardwick Named Vestwell Chair
By Janet LevauxHardwick, CEO of RedRock Strategic Partners, also sits on the boards of Cetera, Genstar and Orion.
September 23, 2021
Envestnet | Yodlee Signs Data Access Deal With TD Bank: Tech RoundupAlso, iCapital Network is acquiring Axio Financial in a deal expected to close in the fourth quarter of this year.
September 23, 2021
New Deals, Other Efforts Lead Orion's Platform PlayThe firm's in-person conference, a welcome change, provided an inside look at innovative plans and other insights.
September 21, 2021
How Proprietary Advisory Platforms Conflict With Fiduciary StandardsTo keep assets flowing to their best profit centers, some BDs are keeping their advisors in the dark on better offerings.
September 20, 2021
William Sharpe: There Is No Retirement 'Number'The Nobel laureate talks to ThinkAdvisor about retirement uncertainty, co-founding Financial Engines and the market development that has him "freaked out."
September 20, 2021
Betterment for Advisors Automates Custom Model PortfoliosThe self-serve process eliminates the need for advisors to interact with relationship managers.
September 20, 2021
Industry Experts to Share Tips on Boosting Your BusinessOur webcast, set for Thursday, will highlight how advisors can lower costs, improve efficiency and meet investors' rising expectations.
September 17, 2021
Social Media 'Finfluencers' Could Hurt a Lot of Investors, QuicklyWhen financial advice doesn't come from regulated financial professionals, cracking down on bad advice is tricky.