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.
Envestnet Weighs Options After Getting Takeover Interest
By Matthew Monks and Crystal TseThe turnkey asset management provider has been approached by at least one private equity firm interested in acquiring it, said a source.
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.
February 11, 2022
SEC Orders Robo-Advisor to Pay $300K for Misleading ClientsWahed Invest allegedly advertised nonexistent proprietary funds and falsely promised clients it would rebalance their accounts.
February 10, 2022
Tifin Launches Advisor Growth Platform: Tech RoundupAlso, YieldX adds eMoney Advisor founder Edmond Walters to its board of advisors.
February 09, 2022
Advisors Need New Estate and Trust Planning Tools as Demand Surges: SurveyOutdated technologies impede customer experience, Envestnet MoneyGuide says.
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.