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.
Money Management Is Out, Personalization and Planning Are In: Fidelity Exec
By Jeff BermanMichael Durbin of Fidelity Institutional discussed some findings on how clients would like advisors to spend their time.
April 11, 2022
Retirement Planning Is No Laughing Matter: WealthConductor CEOYour clients want a customized planning approach that addresses their biggest fears, Sheryl O'Connor tells ThinkAdvisor.
April 07, 2022
Robinhood Rolls Out Crypto Wallet to 2M UsersThe tool lets users buy cryptocurrencies and NFTs outside of the firm's trading platform.
April 07, 2022
Fidelity Adds Tax-Aware Model Portfolios, SMAsThe new Fidelity Target Allocation Tax-Aware Model Portfolios include nine equity and fixed income mixes, available now.
April 04, 2022
16 Robo-Advisors Ranked From Worst to Best: MorningstarThe research group graded offerings from Schwab, Merrill, Vanguard, Betterment and others.
April 04, 2022
Capital Group Teams With Morningstar on Personalized Target Date ServiceTarget Date Plus will offer customized portfolios based on investors' age, salary, assets, savings rate and company match rate.
April 04, 2022
Retirement Changes in Secure Act 2.0: Hopkins, Levine & Treichel to Share Insights April 13Don't miss this informative webcast about the Securing a Strong Retirement Act of 2022 at 1 p.m. Wednesday.