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.
RIA Industry Is 'Under-consolidated': Focus Financial's Adolf
By Jeff BermanWhile there were over 200 deals in the space in '21, the executive says there should be more like 300 or 400 transactions a year.
December 23, 2021
Envestnet Reports Strong Results for New Brand Campaign: Tech RoundupPlus, Northfield Information Services and Vestmark formed a new, expanded relationship to provide "more personalized solutions" to wealth managers.
December 20, 2021
Asset Managers Have New Rules to Play By: BNY MellonClients expect seamless, user-friendly interfaces and social media capabilities in their investment platforms and strategies, research found.
December 16, 2021
Dynasty's Shirl Penney: Clients Are Fleeing Banks and Brokerages, TooIn fact, they're flocking to the RIA space faster than advisors are, the Dynasty Financial Partners CEO tells ThinkAdvisor.
December 16, 2021
TD Ameritrade Enhances Thinkorswim: Tech RoundupAlso, Envestnet | Yodlee says it has significantly grown its open banking initiatives globally.
December 15, 2021
20 Richest Women in the U.S.: ForbesMeet the wealthiest women in the United States, who collectively are worth close to $400 billion.
December 10, 2021
Wealthy Millennials Embrace Both DIY Platforms and Professional Advice: SurveyHigh-net-worth millennials are hiring financial advisors at a higher rate than older investors, Wealthramp found.
December 09, 2021
Business Owners More Confident About Retirement: TD Wealth SurveyNinety-five percent of mass affluent business owners are upbeat about their financial plans vs. 82% a year ago.