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.
Ric Edelman: This Asset Class Is 'the Best Investment Opportunity' Since the Internet
By Melanie WaddellThe industry VIP also shares details on his plans for 2022 and a list of the many books he's reading.
November 18, 2021
Envestnet Adds Structured Products, Teaming With Goldman Spinoff: Tech RoundupAlso, Goldman Sachs Advisor Solutions picks InspereX's BondNav as fixed income market tech for independent RIAs.
November 17, 2021
Clients Want Tax-Smart Advice, and Most Aren't Getting It: OrionOnly 20% of advisors employ ongoing, automated tax management, according to a survey commissioned by Orion Advisor Solutions.
November 11, 2021
XYPN to Launch Virtual Assistant Program for Advisor MembersA pilot for the program is expected to start in Q2 2022, says Alan Moore, XYPN CEO and co-founder.
November 11, 2021
Vanguard Model Portfolios Added to CircleBlack Platform: Tech RoundupAlso, Betterment for Advisors made a deal with an advisor-client matchmaker.
November 09, 2021
SEC Finds Widespread Deficiencies Among Robo-AdvisorsNearly all the advisors examined, including those serving retirement plans, received deficiency letters, the SEC said.
November 08, 2021
Schwab Trading Platform Glitch Irks InvestorsHundreds of investors complained Monday morning that they couldn't trade on Schwab's app.
November 05, 2021
6 Trends Reshaping the Wealth IndustryThoughtLab Group study reveals how advisors and firms can move to a more client-centric approach to succeed.