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.
Bitcoin Rout Hits 'Darkest' Phase With Entire Market Underwater
By Vildana Hajric"Even long-term holders are now being purged from the holder base," Bitcoin strategists write.
June 09, 2022
Why Envestnet's Stuart DePina Is Stepping Down"I've had an interest in driving my own organization for a few years now," he tells ThinkAdvisor.
June 08, 2022
More Leaders Exit OnrampCaitlin Cook and two C-level execs, Craig Uhlenkott and Nyle Bayer, are among the latest to leave the startup.
June 08, 2022
Envestnet President Stuart DePina to Step Down in RestructuringThe firm is "streamlining" its business into three segments: Envestnet Solutions, Envestnet Data and Analytics, and Envestnet WealthTech.
June 07, 2022
How to Invest in Crypto NowFrom cryptocurrency exchanges to private funds to crypto-linked ETFs, your clients have plenty of investing options.
June 07, 2022
Sweeping Crypto Legislation Targets Stablecoins, MiningThe bipartisan bill is one of lawmakers' most ambitious attempts to regulate the volatile asset class.
June 03, 2022
Ric Edelman: Advisors Can Hate Crypto but Can't Ignore ItCrypto is projected to generate $5 billion in advisory fees over the next five years, he says.
June 01, 2022
Envestnet Acquires a 401(k) Marketplace, Pushing Deeper Into Retirement SpaceThe move will help streamline retirement plan distribution among advisors and third-party administrators.