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.
Goldman Ditches Robo-Investing in Sale to Betterment
By Sridhar NatarajanThe bank had hoped that Marcus Invest would bring it new clients with balances as low as $1,000.
April 15, 2024
H&R Block Users Say They Can't File Their Taxes as Deadline LoomsDesktop users reported a "Bad Gateway" message; the company said Monday afternoon it had resolved the problem.
April 15, 2024
Schwab Beats Q1 Revenue Target After Tough YearThe final 10% of TD Ameritrade advisors and clients are moving to Schwab in May, says CEO Bettinger.
April 11, 2024
Fidelity Gives Teens 3 Theme-Based Investing BasketsThe thematic stock groups are clothes, shoes and beauty; gaming, social media and connectivity; and entertainment.
April 11, 2024
How a Bit of Bitcoin Could Boost Returns — Even in 60/40 PortfoliosResearch suggests small bitcoin allocations can lift portfolio performance without great volatility.
April 05, 2024
Crager Opens Up on Challenges Facing Envestnet, AdvisorsSmall firms will be consolidated, and what counts is "integration, not the next whiz-bang feature," says the ex-CEO.
April 04, 2024
Best & Worst Firms for Self-Directed Investors: J.D. Power, 2024Satisfaction for DIY investors is flat this year, but it improved for those seeking guidance, which shows the power of personalization.
April 03, 2024
AdvisorEngine Updates Its Planning ToolAdvisors and clients can easily create and fund a plan in one platform, the Franklin Templeton subsidiary says.