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.
Riskalyze Changes Its Name
By Jeff BermanThe fintech firm says it's rebranded to "reflect its evolution into an advisory firm growth platform."
May 02, 2023
'No Question' Wealth and Retirement Are Converging: Bill CragerEven so, "retirement" will continue to mean very different things for different clients, the Envestnet CEO tells ThinkAdvisor.
April 28, 2023
Cetera Adds Direct, Custom Indexing to Advisory PlatformThe Manager Program is intended to help advisors address tax management needs.
April 28, 2023
Are You Sure You Want to Refer Out All That 401(k) Business?Growing competition from leading 401(k) plan consultants has changed the calculus of serving workplace retirement plans.
April 28, 2023
TreasuryDirect Site Hits Snags; New Rate Set for I BondsThe website faced intermittent problems as the government posted a new, lower I bond interest rate.
April 27, 2023
Dani Fava's Quest to Bring Financial Advice to the $500 InvestorThe head of product innovation at Envestnet aims to bring advisory services to the masses, she tells ThinkAdvisor.
April 27, 2023
Fidelity Unveils New Digital Experiences For Next-Gen Investors: Tech RoundupAlso, iCapital has introduced structured investments via Envestnet's platform.
April 26, 2023
Welcome to the New Planning Paradigm: Envestnet CEO Bill CragerCrager says advisors must adapt and embrace new ways of doing business or risk getting left behind.