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.
Orion Launches ChatGPT Integration: Tech Roundup
By Jeff BermanAlso, an AI chatbot powered by Morningstar Intelligence Engine is debuting on Morningstar platforms.
May 05, 2023
How Broker-Dealers Are Evolving: PershingAn emerging generation of clients wants less personal interaction and favors data insights, push messaging and simplified decision-making.
May 04, 2023
Snappy Kraken Unveils Digital Marketing Service: Tech RoundupAlso, Interactive Brokers has launched a new direct-indexing solution RIAs can use to personalize client portfolios.
May 02, 2023
'No Question' Wealth and Retirement Are Converging: Bill CragerEven so, "retirement" will continue to mean very different things for different clients, the Envestnet CEO tells ThinkAdvisor.
April 28, 2023
Cetera Adds Direct, Custom Indexing to Advisory PlatformThe Manager Program is intended to help advisors address tax management needs.
April 28, 2023
Are You Sure You Want to Refer Out All That 401(k) Business?Growing competition from leading 401(k) plan consultants has changed the calculus of serving workplace retirement plans.
April 28, 2023
TreasuryDirect Site Hits Snags; New Rate Set for I BondsThe website faced intermittent problems as the government posted a new, lower I bond interest rate.
April 27, 2023
Dani Fava's Quest to Bring Financial Advice to the $500 InvestorThe head of product innovation at Envestnet aims to bring advisory services to the masses, she tells ThinkAdvisor.