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.
Banks, Wealth Managers and Fintech Disruptors Vie to Create 'Goldilocks' Retail Product
By Craig Martin and Mike FoyGoldman Sachs' Marcus introduced a product that is melding three customer-friendly aspects. But it's not alone.
March 25, 2021
Merrill Guided Investing Slashes Minimum by 80%The cut brings Merrill Guided Investing in line with other digital advisors, including Goldman's Marcus Invest.
March 25, 2021
Pershing, Orion Deepen Integrations: Tech RoundupAlso, CircleBlack added a former Envestnet executive, and Smarsh launched applications for Zoom.
March 24, 2021
Ex-TD Ameritrade, USAA Execs Join EnvestnetThe additions come as Envestnet continues to build its financial wellness ecosystem.
March 23, 2021
Commonwealth's New Wealth Exec Tells Advisors: We're Here for YouThe firm offers services, like advanced tax and estate planning, to help advisors overcome challenges, Karen McColl tells ThinkAdvisor.
March 22, 2021
Goldman Expands United Capital's Tools to Its Advisors, and BeyondThe unit, now called Personal Financial Management, plans to focus on organic growth, FinLife head Rachel Schnoll tells ThinkAdvisor.
March 18, 2021
Envestnet Buys Tech From Apprise Labs to Enhance Client Portal: Tech RoundupAlso, Envestnet's Variable Annuity Program has been expanded to become the Envestnet Insurance Exchange.
March 15, 2021
Schwab Sees 'Massive Surge' in Social Media-Influenced TradingSchwab's core net new assets were $51.4 billion last month, while total client assets were $6.9 trillion.