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.
Pros, Cons of Envestnet's Move Into the RIA Custody Space
By Jeff Berman"The challenge is that custody is a low margin business, so it requires tremendous scale," Joel Bruckenstein said.
November 09, 2022
Tom Brady, Other Investors Hit by Crypto FiascoAlong with his ex-wife Gisele Bundchen, the quarterback helped finance FTX, Sam Bankman-Fried's once-high-flying crypto exchange.
November 04, 2022
Schwab to Start Next Phase of TD Ameritrade Conversion in JanuaryJanuary 2023 is when custodial agreements with advisors' firms will be executed, Schwab says.
November 04, 2022
Market Volatility Increases Demand for Financial Planning: CerulliEffective communication and financial software are keys to attracting and retaining clients, according to a study.
November 03, 2022
Envestnet Shows Off Tech Enhancements at Schwab Impact: Tech RoundupAlso, Allianz, Barings and Broadridge are all investing in FLX Networks' tech platform.
November 01, 2022
Institutional Investors Not Backing Down on Digital Assets: SurveyThe fundamentals of digital assets remain strong despite recent market turmoil, Fidelity's Tom Jessop says.
November 01, 2022
Morningstar Launches Direct Indexing Investment OfferingThe offering, part of a growing industry trend, allows portfolios to be tailored to each investor's needs.
October 28, 2022
Schwab Sets Date for TD Ameritrade Platform ConversionSchwab's Tom Bradley also said most TD Ameritrade advisors will be able to keep their service team.