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 a Top-Ranked Advisor Saves Her Wealthy Clients Millions
By Jane Wollman RusoffIt's about much more than investments, Sara Rajo-Miller Wendt of Miracle Mile Advisors tells ThinkAdvisor.
January 16, 2024
AssetMark Launches New Tax Management Services for AdvisorsThe new offering is intended to help advisors more efficiently tailor their strategies to each client.
January 16, 2024
Boycott Vanguard? A Reality CheckA top ETF analyst suggests anger over Vanguard's spot bitcoin ETF ban won't shake the fund giant.
January 12, 2024
A New Year, and a New 'Advisor-Driven Experience' at OrionThe firm aims to complete integration work in 2024, CEO Natalie Wolfsen tells ThinkAdvisor.
January 11, 2024
Spot Bitcoin ETFs: What Advisors Should KnowThe ability to invest directly in bitcoin through an ETF will open the door to more clients and advisors.
January 11, 2024
Ameritas Teams With Ethos on Indexed Universal Life ProductLexisNexis, Hexure and DigitalOwl also have insurance technology news.
January 10, 2024
E-Trade Users Report Login IssuesAn outage-monitoring site logged more than 1,000 problem reports about E-Trade on Wednesday.
January 08, 2024
Commonwealth Launches Virtual Paraplanning ProgramParticipating advisors are matched with two virtual paraplanners who act as an "extension of their firm."