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.
BNY Mellon to Use Xceptor Tax Platform: Tech Roundup
By Jeff BermanAlso, Envestnet is launching a "SpongeBob SquarePants" themed marketing campaign.
August 01, 2022
Study Examines Who Wants Advice Within Retirement PlansRetirement savers using online tools were more likely to seek advice; those in TDFs were less likely.
July 28, 2022
SEC's Gensler Steps Up Push to Get Crypto Exchanges to RegisterHe has asked agency staff to work with digital-asset exchanges so that they are "regulated much like securities exchanges."
July 28, 2022
Investors 'Entrenched' in Accessssing Money Through Tech, Study Finds: Tech RoundupSoftware-as-a-Service firm FMG is buying Vestorly, a firm specializing in artificial intelligence-driven content curation for wealth managers.
July 28, 2022
How to Help Nervous Clients NowInvestors don't want wishy-washy conversations about the markets; they want to stress test their portfolios.
July 21, 2022
Morgan Stanley-Backed Fintech Teams With Schwab on Advisor AI Solutions: Tech RoundupAlso, Orion Advisor Solutions announces new enhancements to the LoneStar 529 Plan.
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.