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.
Mercer Launches Private Markets Platform
By Dinah Wisenberg BrinClients will have access to high-growth companies, credit and other opportunities, the wealth management firm says.
May 23, 2024
Best & Worst Performing Robo-Advisors in Q1Here are the top five, and bottom five, performers of the 37 accounts the Robo Report tracks.
May 23, 2024
T+1 Starts Tuesday. Be Ready, SEC Chief WarnsGary Gensler extolled the benefits of the conversion, but also urged firms to perform all necessary testing.
May 23, 2024
Cannex and Luma Create Annuity Shopping Tool for AdvisorsAnother company, Hexure, has added annuity quoting to its FireLight electronic application system.
May 22, 2024
Schwab Defends App After Rival Exec Says It 'Sucks'Amid complaints its app "sucks," Schwab says things are going well with users who have migrated.
May 21, 2024
Consolidation Meets AI at Industry EventIn the opening keynote at WealthStack, Joe Duran warned advisors about the hidden costs of inorganic growth.
May 21, 2024
Orion Wealth Names New PresidentRon Pruitt joins Orion from Nasdaq Analytics, where he was president.
May 16, 2024
Why Aren't More RIAs Offering Annuities? Flourish President Blames Weak TechTech tools can help RIAs offer annuities, but the reality is complicated, Ben Cruikshank says.