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.
Vanguard Personal Advisor Services to Add 3 New Active Equity Funds
By Bernice NapachOnce added, the mutual funds will be part of a five-fund equity offer from Vanguard PAS.
August 23, 2021
Envestnet Enhances Recommendations Engine for AdvisorsThe engine includes a data connection with Fiduciary Exchange to provide annuity insights.
August 20, 2021
The Best Robo-Advisors in 7 CategoriesThe Q2 Robo Report highlights which digital advisors have offered the best value and performance this year and over time.
August 20, 2021
T3 Conferences Postponed Until 2022 Due to Delta VariantAn increasing number of participants have expressed concerns in recent days, Joel Bruckenstein, T3 president, tells ThinkAdvisor.
August 19, 2021
SEC Fines Robo-Advisor SoFi Wealth Over ETF ConflictsThe firm left some clients with taxable gains as it moved them into proprietary funds, the SEC said.
August 19, 2021
American Express Teams With Startup on Financial Planning Tool: Tech RoundupAlso, RIA Altium Wealth Management has introduced Altelligence, a new investment platform.
August 19, 2021
Orion Makes Planning Tool Available for Free to Advisors Working Pro BonoThe move is intended to "encourage advisors to volunteer their expertise in a time of extraordinary need," the firm says.
August 17, 2021
RIAs Took $36M in Excess PPP Loans: StudyIn another study on PPP loan fraud, 45% of loans by fintech lenders were deemed questionable.