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.
Best Firms for Self-Directed Investors: J.D. Power — 2021
By Michael S. FischerThe research group measured customer satisfaction among both DIY investors and those who occasionally seek guidance.
April 23, 2021
Betterment Had Record-Breaking Q1Betterment announced $29 billion in AUM as of March 31, almost 50% higher than a year ago.
April 22, 2021
Investing Has Gone Digital; Financial Planning Must Catch UpWhile the barriers to investing have never been lower, financial planning can be harder to come by for the average American.
April 22, 2021
Schwab: TD Ameritrade Integration Costs Higher Than ExpectedSchwab says the extra costs are due to changes in trading volume and its work toward improving the client experience.
April 19, 2021
AdvisorPeak, Prime Trust Add Crypto Tools for PortfoliosAdvisorPeak users can now custody, trade and rebalance Bitcoin and other digital assets.
April 16, 2021
Why Bitcoin Bull Boneparth Is Waiting for a Crypto ETFA Bitcoin ETF would remove many obstacles to recommending the cryptocurrency to clients, the advisor says.
April 16, 2021
Orion Closes HiddenLevers Deal: Tech RoundupAlso, Envestnet appointed Chris Shutler as head of market intelligence.
April 14, 2021
Coinbase Goes Public With Initial Valuation Topping $100BThe offering is a "defining moment" that paves the way for more institutional investors in crypto, an observer says.