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's Direct Indexing Platform to Launch in April
By Janet LevauxSchwab's direct indexing fees are set to start at 0.40%, which matches the planned Fidelity Managed FidFolios.
March 28, 2022
BlackRock to Manage Up to $150B of AIG AssetsThe news comes as the New York-based insurer is preparing to split off its life and retirement business via an IPO.
March 24, 2022
Fidelity Enhances Bond Beacon: Tech RoundupAlso, Oppenheimer has launched its Investor Gateway wealth management technology platform.
March 22, 2022
11 'Downright Ugly' Retirement Statistics: FidelityMany Americans are worried about the financial ground they've lost on retirement planning during the pandemic.
March 22, 2022
Schwab Advisors Gain Access to TD Ameritrade's Strategy DeskThe Strategy Desk provides one-on-one options consulting for portfolio-specific needs and other ways to earn CE credits.
March 17, 2022
Edward Jones to Plow $1B Into Tech This Year: Tech RoundupAlso, Pershing X, led by Ainslie Simmonds, announced a new partnership.
March 17, 2022
BNY Mellon Taps Robin Vince as Next CEOVince joined BNY Mellon in October 2020 after working for 26 years at Goldman Sachs in several executive roles.
March 16, 2022
Advisors Happy With Outsourced Investment Management: SurveyAssetMark, a TAMP, found that most advisors who had chosen outsourcing were satisified with their decision.