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.
Schwab Integrates With Salesforce Financial Services Cloud
By Jeff BermanThe pact will enable independent advisors to access Schwab data and perform workflows directly from Salesforce's CRM platform.
April 20, 2022
'The Stars Aligned': Orion-Redtail Deal Was Years in the Making"I used to lose sleep over the thought of this transaction going in a different direction," the CEO says.
April 20, 2022
Most Robo-Advisor Users Have Human Advisors: MDRTThe group found that human-only advisory clients are much more common than robo-only clients.
April 19, 2022
Orion to Buy CRM Provider Redtail"This acquisition presents a game-changing opportunity for growth-focused independent advisors," Orion CEO Eric Clarke said.
April 19, 2022
New WealthConductor App Lets Advisors Use Health Data in Retirement PlanningIncomeConductor Health+ will enable advisors to use data like longevity and health care expense projections in client plans.
April 15, 2022
Schwab Launches Personalized Indexing for RIAs: Tech RoundupAlso, Broadridge enhances analytics to help asset managers better target advisors.
April 14, 2022
Best Full-Service Wealth Management Firms, Ranked by Investors: — J.D. Power, 2022The biggest firms have improved their tech offerings but lag on delivering comprehensive advice, new research finds.
April 13, 2022
Gap Between Black and White Investors Narrows As Stock Ownership Hits Historic LowBlack investors are more likely than white investors to own crypto, according to the Ariel-Schwab Black Investor Survey.