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.
Put Technology to Work for You & Your Clients
By Janet LevauxTechnology can seem overwhelming, but there are powerful ways to be strategic and use it to build your business, according to Carson Group's CTO.
October 19, 2022
How Advisors Can Give Clients Amazon-Like Service"Clients have now built a benchmark in their minds" set by Amazon, Apple and Google, says Atria Wealth Solutions' Brian Bichler.
October 17, 2022
The Coming Fight for the Loyalty of the Millennial Mass AffluentDigital disruption is coming for the wealth management industry in expected and unexpected ways.
October 12, 2022
Betterment Launches 4 Crypto PortfoliosThe robo-advisor is offering four curated crypto portfolios and recommends limiting exposure to 5% of investable assets.
October 06, 2022
Pershing X Teams With Startup to Boost Financial Planning Efficiency: Tech RoundupAlso, Dynasty has teamed with digital platform Allocate to give RIAs access to venture capital investments.
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.