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.
Stocks May End 2023 Higher After Bumpy Trip: Dana D'Auria
By Dinah Wisenberg BrinAdvisors should look at how they can personalize client portfolios at scale, said Envestnet's co-CIO.
February 09, 2023
Asset-Map Closes on $6M Funding Round: Tech RoundupAlso, Conquest Financial's planning tech platform raised $18 million from firms including Fidelity, BNY Mellon and RBC.
February 02, 2023
NYSE Glitch Caught Up in Fight Over SEC Rewrite of Trading RulesSchwab and Robinhood say the incident was a reason for concern and an argument against exchange-run auctions.
February 02, 2023
Envestnet Adds Pontera's 401(k) Management Platform: Tech RoundupAlso, the updated Hearsay Sites offering gives advisors improved SEO capabilities.
February 01, 2023
How Model Portfolios Work in the Real World: Advisors' AdviceAdvisors told us how they use model portfolios with clients — or why they don't.
January 31, 2023
Gavin Spitzner Dies at 57The Wealth Consulting Partners president had been fighting acute myeloid leukemia since being diagnosed with it in September.
January 31, 2023
Investors Burned in NYSE Trading Chaos Demand CompensationOnce the NYSE determines how much it has to cover the claims, the amount will be divided proportionally, according to sources with knowledge of the matter.
January 30, 2023
Orion Expands Pro Bono Role, ContributionsThe wealthtech firm now sponsors the Foundation for Financial Planning's online volunteer matching service.