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.
Dani Fava's Quest to Bring Financial Advice to the $500 Investor
By John ManganaroThe head of product innovation at Envestnet aims to bring advisory services to the masses, she tells ThinkAdvisor.
April 21, 2023
Kitces: 4 Trends Reshaping Financial AdviceThese trends are forcing advisors to refocus on their client experience, the popular blogger says.
April 18, 2023
Betterment to Pay $9M SEC Fine for Tax Loss Harvesting MisstatementsTechnical issues cost 25,000 clients a total of $4 million in tax savings, the regulator said.
April 17, 2023
New Nominations Deadline for LUMINARIES 2023 AwardsThinkAdvisor's recognition program is accepting nominations through April 25. There's no cost to participate.
April 14, 2023
TD Ameritrade Site Outages Anger ClientsBefore the issues were resolved Friday, a client had tweeted: "I can't access TD Ameritrade. ... It worked fine yesterday."
April 13, 2023
Altruist Raises $112M to Take on Schwab, Fidelity: Tech RoundupFunding came from Insight Partners and Adams Street Partners, plus Bill McNabb, Ron Carson and Marty Bicknell.
April 13, 2023
Best & Worst Firms for Self-Directed Investors: J.D. Power, 2023A poll finds most DIY investors, including those seeking guidance from advisors, don't understand how technology manages portfolios.
April 11, 2023
Should Your RIA Add a Custodian?Regardless of its size, your RIA could benefit from a multi-custodial system.