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.
Social Media Sparks Teens' Interest in Finances, Investing
By Michael S. FischerThe GameStop frenzy stoked a lot of investing interest among teens, a Wells Fargo survey found.
May 27, 2021
E-Trade Enhances Bond Resources: Tech RoundupThe firm wants to make it easier to execute fixed income trades, find ideas and access educational content.
May 25, 2021
New ETF Invests in Grayscale Bitcoin TrustSimplify is "very pleased to be launching SPBC, ... providing a liquid, scalable way to add Bitcoin exposure to a portfolio," said CEO Kim.
May 25, 2021
Onramp Invest Launches Crypto Platform for RIAsInitial investors include Ritholtz Wealth Management. But challenges remain, including reluctance among advisors' insurance carriers, Onramp's CEO says.
May 20, 2021
BlackRock Strengthens Aladdin Platform's Trading Capabilities: Tech RoundupAlso, AdvisorPeak becomes the first trading and rebalancing platform to be offered on Invent's cloud tech platform.
May 19, 2021
Josh Brown: How Ritholtz's Growing Robo Fits Into Its BusinessThe robo platform, Liftoff, is a point of entry for young clients and new planners alike, Brown says.
May 18, 2021
Dynasty Launches First Crypto Options for Its AdvisorsThe firm has teamed with Eaglebrook Advisors to offer Bitcoin and other digital assets to its advisor network.
May 14, 2021
Vanguard to Open Texas Base for Advisors, Tech StaffThe Dallas-Fort Worth office will be staffed by employees in the Personal Advisor Services program and others.