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.
Josh Brown: How Ritholtz's Growing Robo Fits Into Its Business
By Jeff BermanThe robo platform, Liftoff, is a point of entry for young clients and new planners alike, Brown says.
May 13, 2021
Fidelity Adds Capabilities to Integration Xchange: Tech RoundupAlso, LPL's new Meeting Manager tool helps advisors prepare for client meetings.
May 06, 2021
Empower Retirement to Offer Integrated Digital Financial ExperienceThe offering will integrate multiple financial accounts of an individual into one snapshot.
May 06, 2021
T3 and ScratchWorks Team Up for Fall Conferences: Tech RoundupMeanwhile, Fidelity model portfolios are now available via JPMorgan's 55ip tax-smart investment strategy platform.
May 05, 2021
InvestCloud Acquires Advicent and Its NaviPlan PlatformThe acquisition provides InvestCloud with a competitive financial planning offering, according to Joel Bruckenstein, T3 president.
May 05, 2021
Why the Advice Industry Isn't Paperless Yet: Schwab Exec"Some of the obstacles" that remain "sit with us, the custodian," a Digital Advisor Solutions exec says.
May 03, 2021
LUMINARIES FAQ: How to Participate in ThinkAdvisor's New Awards ProgramThere are two weeks left to nominate advisors and firms for our new, pioneering recognition program. Here's what you need to know.
April 30, 2021
Samantha Russell: Don't Become the Next BlockbusterThe digital marketing expert warns advisors not to build for the future by focusing on what's worked in the past.