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.
Envestnet's Crager to Step Down as CEO
By Janet LevauxThe news is "little surprise to many, including us," said Doug Fritz, head of the tech consulting firm F2 Strategy.
December 29, 2023
Don't Forget This Important Planning Task for the New YearTaking some time now to plan for your business enables you to serve clients better.
December 28, 2023
On Stage: The LUMINARIES 2023 Awards CeremonyWe spotlight this year's winners, who came dressed to impress for the recognition event at New York's Gotham Hall.
December 26, 2023
Parent Problems Put AnnuityNet in PlayZinnia has put a $400 million floor on the distribution system firm's price.
December 14, 2023
12 Biggest Financial Services Data Breaches of 2023The incidents affected everything from Social Security numbers to debit card security codes.
December 14, 2023
JPMorgan to Unplug Its Robo-Advisor, Citing Weak DemandAutomated investing hasn't become profitable for many in the industry, "including us," the company said.
December 14, 2023
Envestnet Explores Sale of YodleeThe TAMP wants to solicit interest from potential buyers of the data aggregator, which it acquired for $590 million in 2015.
December 06, 2023
The Fast-Growing Investing Strategy That's Attracting Younger ClientsA passive approach, once reserved for the ultra-wealthy, has become more accessible on a wider scale.