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 Wealth Firms for Digital Experience: J.D. Power, 2024
By Michael S. FischerTransactional capabilities and modern design aesthetics are not enough to satisfy clients, the research group finds.
November 20, 2024
10 Best Performing Robo-Advisors: Q3 2024Two recent platform closures show the difficulty in profiting from automated advice for the masses, Condor Capital says.
November 19, 2024
Orion-Schwab Integrations Include Direct RMD CalculationsThe firms unveiled enhanced functionality and workflows within Schwab Advisor Services.
November 18, 2024
Dynasty Financial Launches TAMPThe Model Select offering enables members of Dynasty's independent RIA network to outsource investment management.
November 12, 2024
E-Trade Customers Report Problems With Website, AppUsers complained of problems with the mobile brokerage and trading functions.
November 07, 2024
Family Office Rolls Out New Tax Overlay ProgramThe Aris Investing tools will help Callan's partners make personalized, tax-aware trading decisions for wealthy client portfolios.
November 07, 2024
5 Strategies for Capturing Wealthy ClientsBeing proactive in meeting the sophisticated needs of affluent investors should lead to stronger, more resilient practices.
November 04, 2024
Axos to Integrate Envestnet's Managed Account TechThe partnership will help clients automate routine tasks like rebalancing and reporting, while expanding investment options.