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.
Morningstar Wealth Platform Adds Outside SMAs
By Dinah Wisenberg BrinThe accounts expand the investment choices that advisors can use to build portfolios, the financial services firm said.
February 07, 2024
The New Spot Bitcoin ETFs Aren't Actually ETFsThe misnomer has caused some confusion among both investors and financial professionals.
February 05, 2024
SS&C Seeks $889M in Appeal of BNY Data-Misuse CaseBNY Mellon "destroyed and refused to produce relevant evidence" that would have shown how it used market data from SS&C, the appeal says.
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.