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.
Tax Season Presents Tremendous Opportunity for Advisors
By Angela PecoraroAdvisors can use technology to make tax season easier for their clients.
March 04, 2021
Betterment Acquires Wealthsimple's U.S. CustomersThe deal could add 17,400 customers with $190 million in assets.
March 04, 2021
Ex-Cetera CEO Larry Roth to Advise Cloud Tech Firm: Tech RoundupAlso, Cetera broker-dealers can now use the Simon Annuities insurtech platform as part of a new deal.
March 04, 2021
AssetMark to Buy Voyant for $145MThrough the deal, the turnkey asset management platform provider will pick up financial planning and client digital engagement tools.
March 02, 2021
Invesco Combines 5 Advice Solutions Under Intelliflo Brand NameThe company had acquired all five of the businesses in recent years.
March 02, 2021
Walmart Lures Goldman Bankers in Bid to Fight Wall StreetWalmart's move deprives one of Wall Street's elite firms of its talent atop its own foray into online banking.
March 01, 2021
Advisors Must Go Digital or Die: PanelExperts from firms including Broadridge and Edward Jones explain how tech can, and must, be used to meet clients' demands.
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.