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.
On Stage: The LUMINARIES 2022 Awards Ceremony
By Janet LevauxWe spotlight this year's winners, who came dressed to impress at the recent industry recognition event in New York's Lotte Palace Hotel.
December 13, 2022
David Blanchett: The Problem With 'Safe' Retirement Withdrawal RatesMorningstar's 3.8% withdrawal figure is a helpful starting point, but it's not the end of the discussion.
December 13, 2022
Here Are the Wildest Parts of Bankman-Fried's SEC AllegationsThe FTX co-founder orchestrated a massive, years-long fraud, the SEC says.
December 08, 2022
Why the RIA Custody Business Is in PlayThe big custodians need scale to make profits, while rivals see the Schwab-TD deal as their chance to grab RIA clients.
December 07, 2022
J.P. Morgan Rolls Out Digital Money Coach, Remote AdviceThe bank's Personal Advisors unit has over 200 financial professionals who can be reached remotely and via eight locations nationwide.
December 06, 2022
Inheritors Plan to Seek Financial Advice When the Money Arrives: SurveyNearly 80% of Americans surveyed expect to work with an advisor after receiving an inheritance.
December 06, 2022
Robinhood Unveils IRAs With 1% Match, Opens WaitlistTools that can make retirement saving easier are often not available to the gig economy, Robinhood said.
December 06, 2022
Fidelity Taps Leaders for Advisor, Institutional BusinessesThe move is part of the firm's alignment of clearing and custody with its brokerage and technology operations.