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.
Social Media 'Finfluencers' Could Hurt a Lot of Investors, Quickly
By Paul J. DaviesWhen financial advice doesn't come from regulated financial professionals, cracking down on bad advice is tricky.
September 14, 2021
LPL Names Chief Data OfficerCara Dailey joins from Silicon Valley Bank to lead the firm's data and analytics team in a newly created role.
September 14, 2021
Ark's Cathie Wood Forecasts Soaring Prices for Tesla, BitcoinAt the SALT conference, Wood gave her Bitcoin and Tesla price targets and said courts would likely be involved in the Bitcoin ETF fight.
September 13, 2021
Grayscale Gives iCapital Network Advisors Access to Digital CurrencyMore than 6,700 iCapital Network advisors can now invest in crypto through a diversified market-cap weighted investment strategy via Grayscale.
September 09, 2021
Morningstar Boosts Model Portfolio ResearchThe firm says it is doubling Analyst Rating coverage of model portfolios by the end of 2021.
September 09, 2021
Don't Call Us an RIA. No Offense.There's nothing wrong with RIAs, but there's a new way to be an independent financial firm.
September 09, 2021
Riskalyze Expands Connected Trading: Tech RoundupAlso, Broadridge Fi360 Solutions introduces enhanced Decision Optimizer software for financial advisors.
September 07, 2021
Wall Street Is Back — Just Not the Way Execs Had HopedWall Street's five largest banks aim to stick by plans to open buildings to more staff, but smaller rivals have balked.