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.
Fintech Consultancy Intention.ly Buys C-Suite Social Media: Tech Roundup
By Jeff BermanAlso, SEI expands its strategic pact with fintech firm Canoe Intelligence.
November 21, 2022
Interactive Brokers Starts Overnight ETF TradingThe move allows clients to trade 24 popular iShares, SPDR , Vanguard and other ETFs around the clock, says the firm.
November 18, 2022
Top 10 Robo-Advisor Performers vs. Benchmarks YTDHere are the top 10 robo-advisor accounts, according to the Robo Report from Condor Capital Wealth Management.
November 17, 2022
UBS Launches New Offering For UHNW Clients: Tech RoundupAlso, FP Alpha releases second-generation tax projection tool.
November 17, 2022
Industry Experts Weigh In on Fidelity's Latest Tech MovesThe updates could make Fidelity more attractive for advisors looking to switch custodians, Tim Welsh says.
November 17, 2022
LPL Boosts Tax Capabilities for Advisors With HolistiplanAs part of LPL's vendor affinity program, Holistiplan's providing LPL advisors with discounted tax platform access and training.
November 15, 2022
Large Envestnet Shareholder Slams Company's PerformanceIn an open letter, Impactive Capital criticized Envestnet's board for boosting management pay despite "sub-market returns."
November 11, 2022
Pros, Cons of Envestnet's Move Into the RIA Custody Space"The challenge is that custody is a low margin business, so it requires tremendous scale," Joel Bruckenstein said.