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.
Parent Problems Put AnnuityNet in Play
By Allison BellZinnia has put a $400 million floor on the distribution system firm's price.
December 14, 2023
Envestnet Explores Sale of YodleeThe TAMP wants to solicit interest from potential buyers of the data aggregator, which it acquired for $590 million in 2015.
December 06, 2023
The Fast-Growing Investing Strategy That's Attracting Younger ClientsA passive approach, once reserved for the ultra-wealthy, has become more accessible on a wider scale.
December 01, 2023
Fidelity Customers Face Issues With Trading Site, AppsThe investment firm acknowledged issues with its mobile apps, trading platform and website.
November 30, 2023
CAIS, Pershing Expand Alternatives CollaborationThe offering provides access to alternative investments via CAIS with no transaction fees for Pershing clients' funds.
November 30, 2023
Meet the 2023 LUMINARIES WinnersWe recognized this year's winners at our third annual gala, held Tuesday at Gotham Hall in New York.
November 29, 2023
Next-Gen Advisors Upbeat on AI: SurveyFor younger financial pros, adoption of the generative technology has been fast and far-reaching.
November 29, 2023
Munger's Top One-Liners on Business, Life and MoreCharlie Munger's blunt style differed greatly from the more folksy style of Berkshire Hathaway partner Warren Buffett.