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.
Fidelity Launches Digital Assets Analytics Platform
By Bernice NapachThe platform, called Sherlock, is intended to help institutional investors navigate the digital assets market.
April 23, 2021
AdvisorEngine Integration With Schwab Advisor Center Completed: Tech RoundupAlso, Envestnet | MoneyGuide has teamed with Oyster Consulting to offer paraplanning services to mutual clients.
April 23, 2021
Betterment Had Record-Breaking Q1Betterment announced $29 billion in AUM as of March 31, almost 50% higher than a year ago.
April 22, 2021
Investing Has Gone Digital; Financial Planning Must Catch UpWhile the barriers to investing have never been lower, financial planning can be harder to come by for the average American.
April 22, 2021
Schwab: TD Ameritrade Integration Costs Higher Than ExpectedSchwab says the extra costs are due to changes in trading volume and its work toward improving the client experience.
April 19, 2021
AdvisorPeak, Prime Trust Add Crypto Tools for PortfoliosAdvisorPeak users can now custody, trade and rebalance Bitcoin and other digital assets.
April 16, 2021
Why Bitcoin Bull Boneparth Is Waiting for a Crypto ETFA Bitcoin ETF would remove many obstacles to recommending the cryptocurrency to clients, the advisor says.
April 16, 2021
Orion Closes HiddenLevers Deal: Tech RoundupAlso, Envestnet appointed Chris Shutler as head of market intelligence.