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 Rolls Out Crypto Trading and Custody Firm
By Janet LevauxFidelity Digital Assets is aimed at institutional investors looking for a big-name platform provider.
October 01, 2018
United Capital's FinLife Partners Passes Growth MilestoneThe white-label platform also announced a new integration with Redtail.
September 28, 2018
Loring Ward Merging With Focus Financial-Backed Buckingham for $235MThe combined firm should work with 300-plus RIAs and have a combined $30 billion in assets under management.
September 27, 2018
RIAs Grow in Numbers and AUMThe number of firms and their level of assets under management continue to climb, the latest IAA and NRS report finds.
September 19, 2018
When Clients Push Back on Pricing: 5 Strategies for AdvisorsYou bring value to your clients in many ways that don't ring the cash register, but sometimes they just want to talk fees.
September 18, 2018
3 Cryptocurrency Exchanges May Be Violating Regs: NY AGThe three exchanges are Binance, Kraken and Gate.io.
September 17, 2018
Senators Unveil Bill Requiring Corporate Disclosure of Climate Change RisksThe Climate Risk Disclosure Act was introduced by Sen. Elizabeth Warren and co-sponsored by seven other Democratic senators.
September 12, 2018
Vanguard Names Its First Risk ChiefThe $5 trillion asset manager taps the head of its Equity Index Group, Joseph P. Brennan.