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.
What Vestwell's CEO Told World Leaders at Davos
By John ManganaroIt's not every day that a retirement industry executive is asked to speak at the World Economic Forum.
January 24, 2024
A Thank-You Note to Gary Gensler? You Bet.I'm sure the SEC chairman and I aren't done arguing, but the spot bitcoin ETFs' approval deserves applause.
January 23, 2024
How a Top-Ranked Advisor Saves Her Wealthy Clients MillionsIt's about much more than investments, Sara Rajo-Miller Wendt of Miracle Mile Advisors tells ThinkAdvisor.
January 18, 2024
KKR Launches Alternatives Content PlatformThe service offers educational material on private equity, infrastructure, real estate and credit assets.
January 18, 2024
Robinhood to Pay $7.5M Over 'Gamification' PracticesThe case resolves a three-year fight with the Massachusetts Securities Division; Robinhood also admitted to a data breach.
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.