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.
Boycott Vanguard? A Reality Check
By Dinah Wisenberg BrinA top ETF analyst suggests anger over Vanguard's spot bitcoin ETF ban won't shake the fund giant.
January 11, 2024
Ameritas Teams With Ethos on Indexed Universal Life ProductLexisNexis, Hexure and DigitalOwl also have insurance technology news.
January 10, 2024
E-Trade Users Report Login IssuesAn outage-monitoring site logged more than 1,000 problem reports about E-Trade on Wednesday.
January 08, 2024
Commonwealth Launches Virtual Paraplanning ProgramParticipating advisors are matched with two virtual paraplanners who act as an "extension of their firm."
January 08, 2024
Grayscale Tops Rivals With Highest Fee on Spot Bitcoin ETF"This fee war is the best possible situation for end investors," said a Bloomberg Intelligence ETF analyst.
January 08, 2024
Envestnet's Crager to Step Down as CEOThe news is "little surprise to many, including us," said Doug Fritz, head of the tech consulting firm F2 Strategy.
January 04, 2024
AMC Theatres Hopes to Keep Two MOVEit Cyberattack Cases Out of BostonThe outcome could affect how courts handle financial services data-breach victims who are subject to arbitration agreements.
January 03, 2024
8 Reasons to Focus on Wealthy Clients' DebtVirtually all investors have liabilities, but advisors are often ill-equipped to map that side of balance sheets.