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.
Investors 'Entrenched' in Accessssing Money Through Tech, Study Finds: Tech Roundup
By Jeff BermanSoftware-as-a-Service firm FMG is buying Vestorly, a firm specializing in artificial intelligence-driven content curation for wealth managers.
July 18, 2022
Stablecoins Show the Problem With Crypto in 401(k)sTo put the lack of crypto oversight in perspective, think of how tightly money market funds are regulated versus stablecoins.
July 18, 2022
Risk, Reward, Regulation: Central Bankers Eye Crypto CautiouslyDigital finance is a priority of the G-20 finance chiefs, said Hong Kong Monetary Authority CEO Eddie Yue.
July 15, 2022
TD Ameritrade Makes More Thinkorswim Enhancements: Tech RoundupAlso, Schwab Advisor Services introduces new enhancements to its onboarding capabilities.
July 08, 2022
Estate Planning for LGBTQ+ Couples: What to Discuss With ClientsHere are the key considerations LGBTQ+ couples should discuss, whether they are legally married or not.
July 08, 2022
Envestnet Buys Advisor Billing Provider: Tech RoundupAlso, the Digital Assets Council of Financial Professionals added a new online self-study course for advisors.
July 06, 2022
First Trust Capital Buys Direct Indexer VeritiFirst Trust works with about $203 billion of assets, while Veriti has about $1 billion on its platform.
July 06, 2022
Barred Broker Who Did Merrill Stint Indicted in $100M Crypto ScamJoshua David Nicholas and two other defendants were charged with conspiracy to commit wire fraud and securities fraud.