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.
BNY to Buy Archer Platform in Wealth Push
By Silla BrushThe deal should help BNY with the infrastructure for and distribution of managed accounts to financial advisors and their clients.
September 04, 2024
Vanguard Chops Robo-Advisor Minimum to $100Vanguard said it aims to boost investor access to the Digital Advisor platform.
August 27, 2024
Advisors Are Afraid to Retire, and That's a ProblemBroken succession promises are creating a logjam at many firms, says Casey Jorgensen of Dynasty.
August 26, 2024
Customers Report Thinkorswim Outage at Market OpenUsers of the Schwab-owned trading site complained about trouble with the app.
August 22, 2024
Sky Is the Limit for Ambitious RIAs: Burt WhiteThe CEO discusses what's next for Carson Group and how advisors can break down barriers to growth.
August 22, 2024
Edward Jones Taps U.S. Bank for Client Checking and Credit ServicesEdward Jones' deepening relationship with U.S. Bank aims to enhance saving, spending and borrowing capabilities for clients.
August 20, 2024
10 Best Robo-Advisors: Q2 2024The robo industry has reached a mature phase, with over $1 trillion in assets, according to Condor Capital.
August 20, 2024
Risks Are Piling Up for Firms' Cash Sweep Programs: ReportThe uptick in litigation and regulatory activities could entail higher costs, which might hurt advisor recruiting deals, an expert says.