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.
Goldman Says Losses From Its Consumer Push to Top $1.2B This Year
By Sridhar NatarajanThat tops the roughly $1 billion hit Goldman estimated for 2020, saying it would be the low point for the Marcus venture.
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.
June 22, 2022
Portfolio Insights and Outlooks (Video)Asset Manager of the Year Award winners explain what they did in 2021, as well as how they're adjusting their portfolios in 2022.
June 22, 2022
Driving Excellence in Asset Management (Video)Asset Manager of the Year Award winners highlight the processes, philosophies and methods that support stellar performance.
June 22, 2022
Zooming In on Intelligent Financial Life (Video)Envestnet CEO Bill Crager, industry partners, and this year's award winners define and discuss this groundbreaking development.
June 21, 2022
The Metaverse Is Coming, and It Could Be Worth TrillionsCompanies like Microsoft and even Ikea are laying the groundwork now.
June 21, 2022
What Retirees, Pre-Retirees Want Most From Advisors: New SurveySocial Security and Medicare are the biggest concerns in the decade before retirement, Allianz Life found.