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.
CEO Tyrone Ross Exits Onramp; Dani Fava Leaves Board
By Jeff BermanEric Ervin, who co-founded the fintech firm with Ross, has become the firm's new CEO.
February 24, 2022
Cetera Teams With Credit Union in Kentucky: Tech RoundupAlso, a managed account platform bought a BNY Mellon unit.
February 22, 2022
Envestnet Weighs Options After Getting Takeover InterestThe turnkey asset management provider has been approached by at least one private equity firm interested in acquiring it, said a source.
February 18, 2022
How Much Crypto Should Be in Your Investment Portfolio?No one knows what truly drives digital currency prices, so estimating future returns and volatility is a crapshoot.
February 17, 2022
AI Bringing Sexy Back to the Back OfficeTech that helps the average advisor has long been promised. Well, it's here.
February 16, 2022
Carson Group Names Its First CTONimesh Patel joins the RIA after serving as CEO of tech startup Prefix Health Technologies.
February 16, 2022
Advisors' Crypto Adoption Will Rise 'Profoundly and Quickly': Adam DellDell, whose new Domain Money platform offers crypto strategies, lays out the signs crypto is headed to the advisory mainstream.