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.
Cetera Teams With Credit Union in Kentucky: Tech Roundup
By Jeff BermanAlso, a managed account platform bought a BNY Mellon unit.
February 18, 2022
How Much Crypto Should Be in Your Investment Portfolio?No one knows what truly drives digital currency prices, so estimating future returns and volatility is a crapshoot.
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.