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.
BlackRock's iShares, Schwab Adding International Equity ETFs: Portfolio Products
By Bernice NapachMeanwhile, John Hancock plans to liquidate a liquid alts fund.
March 24, 2021
Ex-TD Ameritrade, USAA Execs Join EnvestnetThe additions come as Envestnet continues to build its financial wellness ecosystem.
March 23, 2021
Commonwealth's New Wealth Exec Tells Advisors: We're Here for YouThe firm offers services, like advanced tax and estate planning, to help advisors overcome challenges, Karen McColl tells ThinkAdvisor.
March 22, 2021
Goldman Expands United Capital's Tools to Its Advisors, and BeyondThe unit, now called Personal Financial Management, plans to focus on organic growth, FinLife head Rachel Schnoll tells ThinkAdvisor.
March 18, 2021
Envestnet Buys Tech From Apprise Labs to Enhance Client Portal: Tech RoundupAlso, Envestnet's Variable Annuity Program has been expanded to become the Envestnet Insurance Exchange.
March 15, 2021
Schwab Sees 'Massive Surge' in Social Media-Influenced TradingSchwab's core net new assets were $51.4 billion last month, while total client assets were $6.9 trillion.
March 11, 2021
Clients Want Advisors to Use the Latest Tech: Edward JonesThe BD says it has launched new online tools for clients.
March 11, 2021
Tax Season Presents Tremendous Opportunity for AdvisorsAdvisors can use technology to make tax season easier for their clients.