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.
10 Must-Dos for CFPs Who Advise Clients on Crypto
By Melanie WaddellThe CFP Board has released guidelines for advisors who counsel clients on crypto and related assets.
December 01, 2022
5 Basic Finance Lessons Many Clients (and Some Advisors) Forgot This YearMichael Finke and David Blanchett dig into the lessons offered up by the "spectacular decline" in the value of cryptocurrencies.
November 23, 2022
Fintech Consultancy Intention.ly Buys C-Suite Social Media: Tech RoundupAlso, SEI expands its strategic pact with fintech firm Canoe Intelligence.
November 22, 2022
Family Offices Go Digital With Pershing-Arta DealBNY Mellon | Pershing CEO Jim Crowley and Arta CEO Caesar Sengupta explain how the new platform could impact advisors and wealthy clients.
November 22, 2022
Wealth Managers With the Best & Worst Apps, Websites: J.D. PowerBased on responses from some 6,400 full-service and self-directed investors, the results show the critical role of technology.
November 21, 2022
Interactive Brokers Starts Overnight ETF TradingThe move allows clients to trade 24 popular iShares, SPDR , Vanguard and other ETFs around the clock, says the firm.
November 18, 2022
Top 10 Robo-Advisor Performers vs. Benchmarks YTDHere are the top 10 robo-advisor accounts, according to the Robo Report from Condor Capital Wealth Management.
November 17, 2022
UBS Launches New Offering For UHNW Clients: Tech RoundupAlso, FP Alpha releases second-generation tax projection tool.