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.
Elements to Offer Planning Tool to XYPN's Fee-Only Advisors
By Dinah Wisenberg BrinThe partnership will provide XYPN advisors with a new resource for financial monitoring, says XYPN founder Michael Kitces.
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.
March 27, 2024
SEC Updates Rules for Robo-AdvisorsThe changes better reflect the digital marketplace in 2024, said Gary Gensler, the agency's chairman.
March 25, 2024
Bank of America Overhauls Mobile AppThe updated app provides a new platform that consolidates five BofA apps, including banking and investing.
March 22, 2024
Dani Fava Is Leaving EnvestnetShe is moving to "a company well-placed to capitalize on emerging industry trends," she said on LinkedIn.
March 21, 2024
Best & Worst Full-Service Wealth Management Firms Ranked by Investors — J.D. Power, 2024Overall investor satisfaction is up, but affluent millennials are getting antsy, the annual survey found.