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.
Many Millennials Doubt They're Capable of Financial Success: Envestnet
By Jeff BermanTheir skepticism affects every financial decision they make, says generation researcher Jason Dorsey.
May 12, 2022
5 Ways Financial Advice Is Changing NowHere are the key trends to understand so you can set your practice up for growth, says the co-head of Pershing's Wealth Solutions.
May 11, 2022
Envestnet CEO Opens Summit With New Cloud Tech, Upbeat VibesCEO Bill Crager unveiled the new Envestnet Wealth Data Platform and invited advisors to check out a new client portal.
May 10, 2022
Kestra Teams With Envestnet on New Retirement Plan PlatformThe announcement came two days before the Envestnet Advisor Summit in Charlotte, North Carolina.
May 10, 2022
Orion to Buy HNW-Focused TownSquare CapitalThe deal should add $6 billion to the $60 billion in assets now on Orion's wealth management platform.
May 09, 2022
Capital Group ETFs Now Available in Model PortfoliosThe firm's ETFs are included in SEI's expanded line of models, along with American Funds mutual funds.
May 05, 2022
Orion Adds Behavioral Finance to Financial Planning Platform: Tech RoundupAlso, Envestnet enhances its financial wellness ecosystem with new tech updates.
May 03, 2022
Envestnet, ThinkAdvisor Zoom In on Top Active ManagersThe 18th annual Asset Manager of the Year Award program recognizes active managers in eight categories.