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.
SEC Orders Robo-Advisor to Pay $300K for Misleading Clients
By Jeff BermanWahed Invest allegedly advertised nonexistent proprietary funds and falsely promised clients it would rebalance their accounts.
February 08, 2022
Cetera: 1,000 Advisors Complete New Growth ProgramThe program pairs advisors with "growth partners" to help them find opportunities they may be missing.
February 08, 2022
The ABCs of NFTs: What You Need to KnowHere's what you should understand about non-fungible tokens in order to educate your clients about this emerging asset class.
February 08, 2022
Betterment Buys Crypto-Focused RIAThe robo–advisor says it is acquiring Makara, an RIA that sells automated cryptocurrency portfolios.
February 07, 2022
4 Things Your Financial Planning Software Should DoWhether you're looking for a specific tool or a general CRM, here's what to keep in mind.
February 03, 2022
MaxMyInterest Boosts Offerings for Envestnet, Tamarac Users: Tech RoundupAlso, WisdomTree unveils a new digital wallet, WisdomTree Prime.
February 03, 2022
Fidelity's Advisor Platform Gets Major Update"This looks like a pretty extensive overhaul in terms of usability and personalization," consultant Tim Welsh says.
February 02, 2022
Grayscale Launches Finance-Focused ETFThe new fund, launched by the manager of the $24 billion Grayscale Bitcoin Trust, is passively managed and it's fee is 0.7%.