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.
Onramp Launches SMA Solution for Advisors, Asset Managers: Tech Roundup
By Jeff BermanAlso, an activist investor nominated four candidates, including ex-UBS Exec Tom Naratil, to Envestnet's board.
December 30, 2022
E-Trade Enhances Investing, Trading Platforms: Tech RoundupThe enhancements will give clients more control over how they stay informed on market activity, E-Trade says.
December 29, 2022
RIAs Open to New Billing Methods, Study ShowsAdvisors are increasingly exploring alternatives to quarterly billing, an Advyzon study shows.
December 28, 2022
8 Trends That Will Reshape Wealth Management in 2023Advisors who embrace these trends will be well-positioned to thrive and add new clients.
December 28, 2022
BDs Taking a Hit as More Advisors Choose Independence: CerulliA Cerulli report finds that 71% of all advisors, on average, would prefer independent affiliation.
December 27, 2022
Burton Malkiel: The Unsexy Secret to Building WealthRobo-advisors have some advantages on their human counterparts, the famed economist and Wealthfront CIO tells ThinkAdvisor.
December 22, 2022
Riskalyze, InvestorCOM Deal Gives Advisors Help With Rollover Compliance: Tech RoundupBento Engine has generated over 7,000 advice alerts enabling advisors to educate clients, prospects about financial life advice.
December 21, 2022
On Stage: The LUMINARIES 2022 Awards CeremonyWe spotlight this year's winners, who came dressed to impress at the recent industry recognition event in New York's Lotte Palace Hotel.