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.
Ric Edelman Takes Stake in Financial Planning Engagement Platform
By Jeff BermanThe latest funding win for Lumiant follows a $3 million investment by strategic investor Savant Wealth Management.
September 08, 2022
SEC Chief Renews Vow to Crack Down on Crypto Industry Rule-BreakersCrypto investors deserve the same protections as investors in other securities, Gary Gensler said.
September 08, 2022
Cetera Is First Client for Broadridge's New Offering: Tech RoundupAlso, Morgan Stanley at Work rolls out Corporate Retirement Portal for advisors.
September 07, 2022
Orion Realigns OperationsThe company is placing a greater focus on its Advisor Tech, OCIO and TAMP segments, it says.
September 07, 2022
Death of UBS-Wealthfront Deal Isn't All About the MoneyUBS never attempted to justify the valuation, nor is it suddenly in need of conserving cash.
September 06, 2022
UBS-Wealthfront Deal Puzzled Many From the StartThe $1.4 billion deal was "doomed from the get-go," Nexus Strategy CEO Tim Welsh says.
September 02, 2022
UBS, Wealthfront Cancel $1.4B DealUBS will, however, buy a $69.7 million note that is convertible into the robo-advisor's shares.
September 01, 2022
Goldman Closes on NextCapital Purchase: Tech RoundupAlso, Goldman Sachs finalizes its purchase of robo-advisor NextCapital Group.