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 Increases API Offerings: Tech Roundup
By Jeff BermanAlso, Franklin Templeton teams with iCapital on alternative investing.
June 08, 2022
Envestnet President Stuart DePina to Step Down in RestructuringThe firm is "streamlining" its business into three segments: Envestnet Solutions, Envestnet Data and Analytics, and Envestnet WealthTech.
June 07, 2022
How to Invest in Crypto NowFrom cryptocurrency exchanges to private funds to crypto-linked ETFs, your clients have plenty of investing options.
June 07, 2022
Sweeping Crypto Legislation Targets Stablecoins, MiningThe bipartisan bill is one of lawmakers' most ambitious attempts to regulate the volatile asset class.
June 03, 2022
Ric Edelman: Advisors Can Hate Crypto but Can't Ignore ItCrypto is projected to generate $5 billion in advisory fees over the next five years, he says.
June 01, 2022
Envestnet Acquires a 401(k) Marketplace, Pushing Deeper Into Retirement SpaceThe move will help streamline retirement plan distribution among advisors and third-party administrators.
May 31, 2022
An Inside Look at the Technology Advisors LikeJoel Bruckenstein and Bob Veres ask advisors annually about their tech preferences and usage, what works and doesn't.
May 27, 2022
Robinhood Reaches Settlement of Suits Over 2020 Trading OutageMultiple investors sued Robinhood in several states, mostly alleging restrictions by the trading platform that amounted to a breach of contract.