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.
Vanguard to Exit Individual 401(k) Business
By John ManganaroVanguard is selling its Solo 401(k), multiple-participant SEP and SIMPLE IRA businesses to Ascensus.
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.
April 04, 2024
Best & Worst Firms for Self-Directed Investors: J.D. Power, 2024Satisfaction for DIY investors is flat this year, but it improved for those seeking guidance, which shows the power of personalization.
April 03, 2024
AdvisorEngine Updates Its Planning ToolAdvisors and clients can easily create and fund a plan in one platform, the Franklin Templeton subsidiary says.
April 02, 2024
iCapital Scoops Up MiradorThe acquisition means the alternative investments platform can expand its data management and performance reporting capabilities.
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.