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.
Credentials Boost Planners' Confidence and Client Base: Survey
By Michael S. FischerContinuing financial education breeds success and career satisfaction, the College for Financial Planning found.
February 02, 2024
Adam Malamed Reflects on First Year as Sanctuary Wealth CEOHe has been working on strategic acquisitions "since before it was cool to be independent," he says.
February 02, 2024
Know the Risks: Using Your Clients' 401(k) LoginsHelping clients manage their retirement accounts this way comes with big risks, David Goldman of Pontera says.
February 01, 2024
CAIS Hires David Canter as Strategic AdvisorCanter spent over a decade in leadership roles at Fidelity before joining the alterative investments fintech.
January 31, 2024
RFG Advisory Deploys Nitrogen Tech to Boost Indie SupportThe hybrid RIA says growth-minded advisors will benefit in multiple ways from the new integration.
January 31, 2024
20 Years In, T3 Remains an Emerging Tech BarometerA decade ago, the hot topic was robos. Then came direct indexing. Here's what the industry's talking about now.
January 31, 2024
How Envestnet Is Powering a New Approach to Serving Wealthy ClientsEnvestnet is seeing high demand for both high-end and low-end client suppport, Dana D'Auria says.
January 30, 2024
What Vestwell's CEO Told World Leaders at DavosIt's not every day that a retirement industry executive is asked to speak at the World Economic Forum.