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.
LPL Nabs 2 BofA-Merrill Execs
By Janet LevauxCory Triolo and Tim Checko will focus on web-based and mobile applications for advisors and other technology.
January 20, 2023
6 New Marketing Tips for Growing Financial AdvisorsEmphasize the complexity of financial advising without making people feel like they are being talked down to.
January 19, 2023
Orion Hires Industry Veteran as New EVP of Sales: Tech RoundupAlso, Fidelity acquired software firm Shoobx; Broadridge extends its digital wealth platform partnership with IGM Financial.
January 17, 2023
Advisors Ignore 401(k) Plans at Their Peril: Carson, Vestwell ExecsTech partnerships can help advisors meet growing demand for 401(k) services, Jamie Hopkins and Aaron Schumm say.
January 17, 2023
Schwab Sends Settlement Checks to Robo-Advisor ClientsClients should be aware of possible tax implications from the checks.
January 13, 2023
BlackRock Takes Stake in 401(k) StartupThe startup, Human Interest, aims to expand retirement plans access for small and medium-sized firms.
January 12, 2023
J.P. Morgan Wealth Unit Launches QuickDeposit: Tech RoundupIn addition, Rose Palazzo was named group president of Envestnet Financial Planning and will lead MoneyGuide operations.
January 10, 2023
Tom Brady, Gisele Bundchen Among FTX Shareholders Set for WipeoutBrady, once a big FTX booster, owns 1.1 million common shares of FTX Trading, bankruptcy court documents show.