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.
Life and Annuity Issuers Still Need Modernization Help: Genpact
By Allison BellThe IT services company wants to plug old and new systems into the same "orchestration layer."
August 23, 2022
How Small RIAs Can Grow While Staying in ControlFirms with $300 million in assets or less must make partnership decisions carefully. Here's what to consider.
August 19, 2022
Schwab-TD Ameritrade Integration Still on Track: ExecutiveSchwab has also launched Jump Start, which lets TD advisors "choose to open new accounts on the Schwab platform," says Alison Dooher.
August 19, 2022
Dynasty Partners With Pontera on Retirement Outcomes: Tech RoundupAlso, Orion has partnered with Apex to launch a fast, fully digital account opening for independent advisors.
August 18, 2022
Reverence to Take Stake in $16B RIA SEIAAdvisor Group will also make an investment to "support the next phase of SEIA's growth," the companies say.
August 18, 2022
Vanguard: Avoid $20 Fee With $1M in Assets, E-DeliveryClients with assets under $1 million can have the fee waived if they elect to receive paperwork electronically.
August 15, 2022
10 Best Robo-Advisors: Q2 2022The Robo Report tracks 58 accounts at 33 providers; it opened accounts at robo advisors in 2015 to "bring transparency to the industry."
August 11, 2022
Envestnet Institute On Campus Adds Franklin Templeton as Sponsor: Tech RoundupAlso, LinkedIn's latest compliance partner is RIA in a Box.