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.
Why Human, Tech Skills Are Both Critical: David Knoch
By Jane Wollman Rusoff"The quality of advice goes up when multiple cultural and gender perspectives are brought in," says the Docupace CEO.
December 28, 2022
8 Trends That Will Reshape Wealth Management in 2023Advisors who embrace these trends will be well-positioned to thrive and add new clients.
December 28, 2022
BDs Taking a Hit as More Advisors Choose Independence: CerulliA Cerulli report finds that 71% of all advisors, on average, would prefer independent affiliation.
December 27, 2022
Burton Malkiel: The Unsexy Secret to Building WealthRobo-advisors have some advantages on their human counterparts, the famed economist and Wealthfront CIO tells ThinkAdvisor.
December 22, 2022
Riskalyze, InvestorCOM Deal Gives Advisors Help With Rollover Compliance: Tech RoundupBento Engine has generated over 7,000 advice alerts enabling advisors to educate clients, prospects about financial life advice.
December 21, 2022
On Stage: The LUMINARIES 2022 Awards CeremonyWe spotlight this year's winners, who came dressed to impress at the recent industry recognition event in New York's Lotte Palace Hotel.
December 15, 2022
FTX Collapse Could Wake Up Washington on Crypto Regs: SEC's Peirce"I'm hoping these events can be a catalyst for us to get to work," the commissioner tells Ric Edelman.
December 14, 2022
WisdomTree to Offer 10 'Digital Funds' Through New Mobile AppWhile the funds will hold traditional mutual fund assets, a secondary record of shares will sit on a blockchain.