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.
How to Give Clients What They Really Want
By Jane Wollman RusoffAdvisors who fail to do so will be "washed out," behavioral finance professor Meir Statman tells ThinkAdvisor.
May 23, 2024
T+1 Starts Tuesday. Be Ready, SEC Chief WarnsGary Gensler extolled the benefits of the conversion, but also urged firms to perform all necessary testing.
May 23, 2024
Cannex and Luma Create Annuity Shopping Tool for AdvisorsAnother company, Hexure, has added annuity quoting to its FireLight electronic application system.
May 22, 2024
Schwab Defends App After Rival Exec Says It 'Sucks'Amid complaints its app "sucks," Schwab says things are going well with users who have migrated.
May 21, 2024
Consolidation Meets AI at Industry EventIn the opening keynote at WealthStack, Joe Duran warned advisors about the hidden costs of inorganic growth.
May 21, 2024
Orion Wealth Names New PresidentRon Pruitt joins Orion from Nasdaq Analytics, where he was president.
May 16, 2024
Why Aren't More RIAs Offering Annuities? Flourish President Blames Weak TechTech tools can help RIAs offer annuities, but the reality is complicated, Ben Cruikshank says.
May 16, 2024
Schwab Shakes Up Exec Team; Bernie Clark Steps DownJon Beatty, now COO of Advisor Services, will take the helm of the unit on June 28.