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.
Invesco Combines 5 Advice Solutions Under Intelliflo Brand Name
By Jeff BermanThe company had acquired all five of the businesses in recent years.
February 25, 2021
What if Walmart Launches a Robo-Advisor?The fact that wealth management is a highly regulated industry may protect it from this threat for now, but likely not forever.
February 25, 2021
Atria Wealth Solutions Teams With Riskalyze to Help BDs: Tech RoundupAlso, Fidelity's eMoney Advisor expands financial wellness initiatives.
February 23, 2021
BlackRock to Launch Aladdin Data Cloud for Investment ManagersThe world's largest asset manager is using Snowflake's cloud-based platform to provide a new data solution for the industry.
February 22, 2021
Goldman to Open Marcus Invest to In-House AdvisorsThe firm says it's working on a version for its 400 Personal Financial Management advisors.
February 22, 2021
Envestnet Reveals New 'Personal Financial Ecosystem'Advisors can expect enhanced tech tools over the next few months; a consumer app will follow by year-end, says CEO Bill Crager.
February 16, 2021
Goldman Unleashes Digital Investment Platform for the MassesMarcus Invest has a $1,000 minimum and a 0.35% annual advisory fee.
February 11, 2021
Betterment for Advisors Now Lets Advisors Choose the Investments"We're coming for Schwab and Fidelity, though we're obviously much smaller," General Manager Jon Mauney says.