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.
Can Envestnet 'Right the Ship' After $4.5B Bain Deal?
By John ManganaroThe firm must "realign for better investor outcomes for advisors, custodians and their clients," an industry consultant says.
July 05, 2024
Why Pru, TIAA and State Street Put $5M Into Micruity's Annuity PlatformThe retirement income nervous system is intended to make the transition from accumulation to income more seamless.
July 05, 2024
Robinhood Snaps Up Advice Platform PlutoThe retail brokerage plans to use the AI-driven research platform to bring more tailored investment strategies and analysis to its users.
July 02, 2024
BNY Grabs Nuveen CEO as Its New Head of Wealth and InvestmentsJose Minaya will join in September, taking over from Hanneke Smits, who will retire.
July 02, 2024
Why Bitcoin Hasn't Hit $100K Yet, and Why That Doesn't Spell DoomYes, there is a big short position out there, but it's because hedge fund managers are very smart people.
June 28, 2024
Vanguard Warns Clients to Hang Up and Log In, Or ElseThe firm is cracking down on heavy users of phone support. Is that fair?
June 27, 2024
Joe Duran's Rise Growth Recruits Two Senior ExecutivesThe recently launched RIA minority investment firm has new heads of marketing and investments.
June 26, 2024
Pru, TIAA, State Street Put $5M in 401(k) Plan Annuity Tech FirmMicruity, which connects asset managers with insurers, also counts Pacific Life and Western & Southern as backers.