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.
Atria Wealth Solutions Teams With Riskalyze to Help BDs: Tech Roundup
By Jeff BermanAlso, Fidelity's eMoney Advisor expands financial wellness initiatives.
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.
February 03, 2021
How Goldman Sachs Is Getting Cozy With Main Street Investors and Their MoneyThe push is happening via Joe Duran's United Capital, now Goldman Sachs Personal Financial Management, and its 360 advisors.
February 02, 2021
O'Shaughnessy Custom Indexing Platform Tops $1BFirm's CEO sees further growth ahead, as "investors will no longer want to settle for investing fully in someone else's formula. Investors will want their own."
January 27, 2021
High Trading Volume in GameStop, AMC Blamed as Platforms CrashInvestors reported problems Wednesday with E-Trade, Fidelity, Merrill, Schwab, thinkorswim and Vanguard. Robinhood had a crypto problem.
January 27, 2021
Focus Financial and Orion Form Joint VentureThe move is "about tying banking to advisors, and it's long overdue," said Joel Bruckenstein, head of Technology Tools for Today.