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.
Two Ways Advisors Can Add Value, Without Picking Stocks
By Jane Wollman Rusoff"The industry's historical model of how we add value is under threat," MyVest CEO Anton Honickman says.
April 17, 2024
Envestnet Considers Possible Sale: ReportThe wealth management platform has received interest from potential suitors, Reuters reports.
April 16, 2024
Vanguard to Exit Individual 401(k) BusinessVanguard is selling its Solo 401(k), multiple-participant SEP and SIMPLE IRA businesses to Ascensus.
April 15, 2024
H&R Block Users Say They Can't File Their Taxes as Deadline LoomsDesktop users reported a "Bad Gateway" message; the company said Monday afternoon it had resolved the problem.
April 15, 2024
Schwab Beats Q1 Revenue Target After Tough YearThe final 10% of TD Ameritrade advisors and clients are moving to Schwab in May, says CEO Bettinger.
April 11, 2024
Fidelity Gives Teens 3 Theme-Based Investing BasketsThe thematic stock groups are clothes, shoes and beauty; gaming, social media and connectivity; and entertainment.
April 11, 2024
How a Bit of Bitcoin Could Boost Returns — Even in 60/40 PortfoliosResearch suggests small bitcoin allocations can lift portfolio performance without great volatility.
April 05, 2024
Crager Opens Up on Challenges Facing Envestnet, AdvisorsSmall firms will be consolidated, and what counts is "integration, not the next whiz-bang feature," says the ex-CEO.