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.
Envestnet, Salesforce Plan New Integrations for Advisors
By John ManganaroSalesforce Financial Services Cloud users will have direct access to the MoneyGuide planning program within their central CRM.
May 09, 2024
Best & Worst Online Direct Banks: J.D. Power, 2024Frequent delays in resolving customer complaints were a sticking point, the research group found.
May 06, 2024
Focus Financial to Merge RIAs Buckingham, Colony GroupBuckingham CEO Adam Birenbaum will lead the combined RIA; Colony CEO Michael Nathanson recently became chief of Focus.
May 03, 2024
Altruist Hits $1.5B Valuation After Latest Funding RoundThe startup custodian for independent RIAs has raised over $450 million total.
May 02, 2024
Vanguard Adds Fees for Some Brokerage ServicesVanguard will charge $25 to buy or sell its ETFs and mutual funds over the phone, with some exceptions.
May 01, 2024
Cetera's Avantax Inks Acquisition of $760M Wealth FirmIntegrated Tax and Wealth Management's advisors will become W-2 employees of Avantax Planning Partners.
April 29, 2024
Thinkorswim Customers Report Login Problems"A brief technical issue" that hit the desktop trading app is now resolved, a Schwab spokesperson said.
April 29, 2024
Tech-Savvy Firms Add Clients, Grow Assets Faster: FidelityThey expand their client base and assets much quicker than peers: 20% versus 8% and 22% versus 11%, respectively.