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.
ChatGPT Use Will Become an Industry Trend: Brian McLaughlin
By Jane Wollman RusoffOne challenge, however, will be concerns about whom clients are really talking to, the Orion exec tells ThinkAdvisor.
March 03, 2023
Orion Event Showcases Integration, InspirationAdvisors with most of their technology integrated have 30% more assets than those who don't, says CEO Eric Clarke.
March 02, 2023
Orion Unveils Custom Indexing Tech for Advisors: Tech RoundupAlso, Orion's wealthtech survey shows tech spending to "remain strong and steady" in 2023 despite "macro-economic headwinds."
March 01, 2023
RBC C&C Adds Vestwell as Exclusive 401(k) Platform ProviderVestwell's technology will help RBC's advisor clients efficiently service 401(k) and 403(b) plans.
March 01, 2023
Does BlackRock's Sale of FutureAdvisor to Ritholtz Deal Death Blow to Robos?The deal signals "big asset managers' digital efforts are over," says Tim Welsh of Nexus Strategy. Others disagree.
February 23, 2023
Orion Launches Advisor Academy: Tech RoundupAlso, Dynasty Financial Partners selected BridgeFT's WealthTech API to power its integrated wealth technology,
February 22, 2023
Wells Fargo's New LifeSync Platform to Push Clients Toward Big Goals, Step by StepWells Fargo says LifeSync will show advisors and clients how and why their daily decisions matter.
February 21, 2023
10 Best Robo-Advisors: Q4 2022A Robo Report ranking grades robo-advisors in categories like customer experience, access to live advisors and performance.