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.
Vanguard: Avoid $20 Fee With $1M in Assets, E-Delivery
By Dinah Wisenberg BrinClients with assets under $1 million can have the fee waived if they elect to receive paperwork electronically.
August 09, 2022
60/40 Model 'Is Not Working' in This Market: Focus Financial's AdolfTraditional asset allocation models "really need an update," the head of the RIA aggregator says.
August 04, 2022
BNY Mellon to Use Xceptor Tax Platform: Tech RoundupAlso, Envestnet is launching a "SpongeBob SquarePants" themed marketing campaign.
August 01, 2022
Raymond James Creates Advisor Network for VeteransVFAN's main goal is to continue enhancing the professional development and support of veterans working for the firm.
August 01, 2022
The Next Fintech Movement Coming to the U.S.Canadian fintechs are taking a cue from Pamela Anderson and Justin Bieber and expanding southward.
August 01, 2022
Study Examines Who Wants Advice Within Retirement PlansRetirement savers using online tools were more likely to seek advice; those in TDFs were less likely.
July 28, 2022
SEC's Gensler Steps Up Push to Get Crypto Exchanges to RegisterHe has asked agency staff to work with digital-asset exchanges so that they are "regulated much like securities exchanges."
July 28, 2022
Investors 'Entrenched' in Accessssing Money Through Tech, Study Finds: Tech RoundupSoftware-as-a-Service firm FMG is buying Vestorly, a firm specializing in artificial intelligence-driven content curation for wealth managers.