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.
UBS, Envestnet and iCapital Launch Alternatives Exchange: Tech Roundup
By Jeff BermanAlso, eMoney Advisor adds white labeling to its Incentive financial wellness app.
March 31, 2022
Schwab's Direct Indexing Platform to Launch in AprilSchwab's direct indexing fees are set to start at 0.40%, which matches the planned Fidelity Managed FidFolios.
March 29, 2022
Goldman Buys Robo-Advisor NextCapital in Retirement ExpansionTerms of the deal, which is expected to be completed in the second half of the year, weren't disclosed.
March 28, 2022
Female Investors Approach Market on Their Own Terms: SurveyE-Trade from Morgan Stanley looked at female trading trends for its quarterly study of experienced investors and traders.
March 28, 2022
BlackRock to Manage Up to $150B of AIG AssetsThe news comes as the New York-based insurer is preparing to split off its life and retirement business via an IPO.
March 24, 2022
Fidelity Enhances Bond Beacon: Tech RoundupAlso, Oppenheimer has launched its Investor Gateway wealth management technology platform.
March 22, 2022
11 'Downright Ugly' Retirement Statistics: FidelityMany Americans are worried about the financial ground they've lost on retirement planning during the pandemic.
March 22, 2022
Schwab Advisors Gain Access to TD Ameritrade's Strategy DeskThe Strategy Desk provides one-on-one options consulting for portfolio-specific needs and other ways to earn CE credits.