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.
Advisors Must Go Digital or Die: Panel
By Jeff BermanExperts from firms including Broadridge and Edward Jones explain how tech can, and must, be used to meet clients' demands.
February 23, 2021
BlackRock to Launch Aladdin Data Cloud for Investment ManagersThe world's largest asset manager is using Snowflake's cloud-based platform to provide a new data solution for the industry.
February 22, 2021
Goldman to Open Marcus Invest to In-House AdvisorsThe firm says it's working on a version for its 400 Personal Financial Management advisors.
February 22, 2021
Envestnet Reveals New 'Personal Financial Ecosystem'Advisors can expect enhanced tech tools over the next few months; a consumer app will follow by year-end, says CEO Bill Crager.
February 16, 2021
Goldman Unleashes Digital Investment Platform for the MassesMarcus Invest has a $1,000 minimum and a 0.35% annual advisory fee.
February 11, 2021
Betterment for Advisors Now Lets Advisors Choose the Investments"We're coming for Schwab and Fidelity, though we're obviously much smaller," General Manager Jon Mauney says.
February 03, 2021
How Goldman Sachs Is Getting Cozy With Main Street Investors and Their MoneyThe push is happening via Joe Duran's United Capital, now Goldman Sachs Personal Financial Management, and its 360 advisors.
February 02, 2021
O'Shaughnessy Custom Indexing Platform Tops $1BFirm's CEO sees further growth ahead, as "investors will no longer want to settle for investing fully in someone else's formula. Investors will want their own."