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.
The Coming Fight for the Loyalty of the Millennial Mass Affluent
By John ManganaroDigital disruption is coming for the wealth management industry in expected and unexpected ways.
October 04, 2022
Morgan Stanley to Combine Robo Offerings Within E-Trade BrandThe wirehouse's announcement came only a week after Fidelity made a similar move.
October 03, 2022
Cost-Conscious Investors Open to Using a Robo-AdvisorAmong Americans without a financial advisor, 80% would consider getting a robo-advisor if they knew it would be less costly.
September 29, 2022
Cambridge Launches New Digital Marketing Solution for Advisors: Tech RoundupAlso, BNY Mellon to provide comprehensive solution to asset manager Aviva Investors.
September 26, 2022
Fidelity Plan to Combine Robos Makes a Lot of Sense, Tech Experts SayThe move is another sign that hybrid advice is in and pure-play robo-advice is out.
September 23, 2022
Managing Tax-Efficient Withdrawal Strategies for RetirementAdvisors must consider the interaction of their clients' retirement income sufficiency, income taxes and potential estate taxes.
September 23, 2022
Best & Worst Retirement Plan Digital Providers: J.D. Power, 2022Strong digital performance is highly correlated with retirement investor asset acquisition and retention, according to J.D. Power.
September 23, 2022
Fidelity Integrates With Salesforce AppExchange: Tech RoundupAlso, Envestnet's Dani Fava joins diversity-tech platform developer Choir's board of advisors.