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.
Advisor Tech News of 2024: An Evolving List
By Janet Levaux"It's a human-driven advisory service," said Ritholtz CEO Josh Brown about its GoodAdvice digital offering, which uses AdvisorEngine technology.
January 23, 2024
How a Top-Ranked Advisor Saves Her Wealthy Clients MillionsIt's about much more than investments, Sara Rajo-Miller Wendt of Miracle Mile Advisors tells ThinkAdvisor.
January 18, 2024
KKR Launches Alternatives Content PlatformThe service offers educational material on private equity, infrastructure, real estate and credit assets.
January 18, 2024
Robinhood to Pay $7.5M Over 'Gamification' PracticesThe case resolves a three-year fight with the Massachusetts Securities Division; Robinhood also admitted to a data breach.
January 16, 2024
AssetMark Launches New Tax Management Services for AdvisorsThe new offering is intended to help advisors more efficiently tailor their strategies to each client.
January 16, 2024
Boycott Vanguard? A Reality CheckA top ETF analyst suggests anger over Vanguard's spot bitcoin ETF ban won't shake the fund giant.
January 12, 2024
A New Year, and a New 'Advisor-Driven Experience' at OrionThe firm aims to complete integration work in 2024, CEO Natalie Wolfsen tells ThinkAdvisor.
January 11, 2024
Spot Bitcoin ETFs: What Advisors Should KnowThe ability to invest directly in bitcoin through an ETF will open the door to more clients and advisors.