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.
Best & Worst Firms for Self-Directed Investors: J.D. Power, 2024
By Michael S. FischerSatisfaction for DIY investors is flat this year, but it improved for those seeking guidance, which shows the power of personalization.
April 02, 2024
Clearwater to Pay $40M for Wilshire's Analytics ProductsThe software provider expects to add roughly $7 million in annualized revenue through the deal, which should close by June 30.
April 02, 2024
Elements to Offer Planning Tool to XYPN's Fee-Only AdvisorsThe partnership will provide XYPN advisors with a new resource for financial monitoring, says XYPN founder Michael Kitces.
April 01, 2024
Square Outage Irks CustomersCustomers across the U.S. reported issues with the payments platform.
April 01, 2024
7 Growth-Busting Mistakes RIAs MakeEmbracing new technology and other tools is tricky and costly, so firms need to tread carefully.
March 28, 2024
10 Trends Shaping Wealth Management in 2024As many investors look beyond prioritizing wealth preservation, wealth managers must get creative, according to Capgemini.
March 28, 2024
Bankman-Fried Sentenced to 25 Years in Prison Over FTX CollapseHe faced as long as 110 years behind bars after being convicted last year of seven offenses, including fraud and conspiracy.
March 27, 2024
New SEC Risk Alert Warns of T+1 TransitionExaminers will review whether and how RIAs have evaluated the impact of the settlement cycle change on their businesses.