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.
6 New Marketing Tips for Growing Financial Advisors
By John ManganaroEmphasize the complexity of financial advising without making people feel like they are being talked down to.
January 17, 2023
Schwab Sends Settlement Checks to Robo-Advisor ClientsClients should be aware of possible tax implications from the checks.
January 13, 2023
BlackRock Takes Stake in 401(k) StartupThe startup, Human Interest, aims to expand retirement plans access for small and medium-sized firms.
January 12, 2023
J.P. Morgan Wealth Unit Launches QuickDeposit: Tech RoundupIn addition, Rose Palazzo was named group president of Envestnet Financial Planning and will lead MoneyGuide operations.
January 10, 2023
Tom Brady, Gisele Bundchen Among FTX Shareholders Set for WipeoutBrady, once a big FTX booster, owns 1.1 million common shares of FTX Trading, bankruptcy court documents show.
January 05, 2023
Onramp Launches SMA Solution for Advisors, Asset Managers: Tech RoundupAlso, an activist investor nominated four candidates, including ex-UBS Exec Tom Naratil, to Envestnet's board.
January 03, 2023
FTX Fallout Will Benefit Crypto in the Long Run: Bitwise CIOAdvisors have an important role in crypto investing, Matt Hougan tells ThinkAdvisor.
January 03, 2023
Why Human, Tech Skills Are Both Critical: David Knoch"The quality of advice goes up when multiple cultural and gender perspectives are brought in," says the Docupace CEO.