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.
Envestnet's Dani Fava: Why Entry of Apple, Amazon Into Finance Would Be Good for Advisors
By Jeff BermanThese firms are positioned to "finally get into our space and really disrupt it," but that's not bad news, she says.
June 17, 2021
RobustWealth's Closure 'a Shame,' but Not a Surprise, Techies Say"When an insurance company purchases a wealthtech firm, there is often a culture clash," says T3 head Joel Bruckenstein.
June 17, 2021
Envestnet | Yodlee Launches Enhanced Developer Portal: Tech RoundupAlso, Riskalyze and RightCapital deepen their integration.
June 15, 2021
Legendary Ex-Fraudster Says Colonial Pipeline Attack Could Have Been AvoidedFrank Abagnale of "Catch Me if You Can" fame tells ThinkAdvisor how financial firms can prevent ransomware attacks.
June 10, 2021
Regtech Firm ComplySci Gets $120M in Funding: Tech RoundupAlso, Onramp Invest joins Visa's Fintech Fast Track program.
June 09, 2021
Americans Adopting New Financial Behaviors Faster Than Ever: StudyMore are turning to financial professionals for advice on meeting their goals, Logica Research found.
June 03, 2021
LPL Picks SmartAsset for Vendor Affinity Program: Tech RoundupAlso, Morgan Stanley teams with Microsoft, while RIA in a Box announces a new automated RIA communications archiving and review solution.
June 02, 2021
What the Life Settlement Industry Can Learn From the NFT CrazeThe author makes the case the life insurance policies can be as difficult to value as fine art.