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.
Spot Bitcoin ETFs: What Advisors Should Know
By Roger WohlnerThe ability to invest directly in bitcoin through an ETF will open the door to more clients and advisors.
January 08, 2024
Commonwealth Launches Virtual Paraplanning ProgramParticipating advisors are matched with two virtual paraplanners who act as an "extension of their firm."
January 08, 2024
Grayscale Tops Rivals With Highest Fee on Spot Bitcoin ETF"This fee war is the best possible situation for end investors," said a Bloomberg Intelligence ETF analyst.
January 08, 2024
Envestnet's Crager to Step Down as CEOThe news is "little surprise to many, including us," said Doug Fritz, head of the tech consulting firm F2 Strategy.
January 04, 2024
AMC Theatres Hopes to Keep Two MOVEit Cyberattack Cases Out of BostonThe outcome could affect how courts handle financial services data-breach victims who are subject to arbitration agreements.
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.