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.
Scott MacKillop: The SEC Warning TAMPs Don't Want to Talk About
By Jane Wollman RusoffSEC is increasing scrutiny of TAMP selection, so choose carefully, the First Ascent Asset Management CEO warns.
June 28, 2022
Crypto's Crash Isn't Just About CryptoYes, crypto prices are down, but those pointing at Bitcoin's volatility should look at what's happened to stocks.
June 28, 2022
Tyrone Ross Left Onramp Over 'Co-Founder Drama.' Here's What He's Doing Next.Ross tells ThinkAdvisor about leaving Onramp, his new RIA and tech startup, and why he's still a "crypto hippie."
June 28, 2022
Goldman Says Losses From Its Consumer Push to Top $1.2B This YearThat tops the roughly $1 billion hit Goldman estimated for 2020, saying it would be the low point for the Marcus venture.
June 23, 2022
BofA Makes Strategic Investment in iCapital: Tech RoundupAlso, Edelman Financial Engines launches Income Beyond Retirement solution for 401(k) plan participants who are in or near retirement.
June 23, 2022
SEC to Propose New Rules for Online Brokers' Game-Like FeaturesThe rule plan, announced this week, could pose significant challenges for online brokerages and advisors.
June 22, 2022
Pershing's Harrison: More Acquisitions Likely Around Pershing XBut advisors' biggest challenge now, by far, is finding and retaining top talent, Ben Harrison tells ThinkAdvisor.
June 22, 2022
Meet the LUMINARIES Class of 2022 FinalistsNow in its second year, the recognition program spotlights firms and individuals who excel in four categories.