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.
How Advisors Can Guide a Client's Whole Financial Life
By Tony LealForward-thinking financial advisors are helping clients tie everything together so they can make informed decisions.
October 18, 2021
Advisor Group Unveils Enhanced Tech, Including Express OnboardingThe firm also launched a newly designed Advisor Business Hub portal and an upgraded CRM platform.
October 15, 2021
5 First-of-Their-Kind SEC Enforcement ActionsRecent actions include one involving crowdfunding and one involving securities using decentralized finance, or DeFi, technology.
October 14, 2021
Merrill Reports Positive Feedback on New MAX AppThe new mobile advisor experience was launched late last month after a pilot with a few hundred advisors.
October 14, 2021
New Pershing X Business Unit Launches: Tech RoundupAinslie Simmonds will lead the unit. Also, Carson onboards FeeX fintech retirement services for its financial advisors.
October 12, 2021
How to Take Networking, Problem Solving to the Next LevelF2 Strategy's Doug Fritz explains what makes today's advice-focused businesses tick and how data can be an advisor's friend.
October 12, 2021
Carson Group Integrates With Envestnet | MoneyGuideAdvisors affiliated with Carson Group will soon have access to the full suite of Envestnet | MoneyGuide solutions, the companies say.
October 11, 2021
RIA M&A Activity on Pace for Record-Breaking Year: EchelonStrong secular trends and supportive capital markets are fueling this frenzy of activity, the report found.