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.
New WealthConductor App Lets Advisors Use Health Data in Retirement Planning
By Jeff BermanIncomeConductor Health+ will enable advisors to use data like longevity and health care expense projections in client plans.
April 13, 2022
Gap Between Black and White Investors Narrows As Stock Ownership Hits Historic LowBlack investors are more likely than white investors to own crypto, according to the Ariel-Schwab Black Investor Survey.
April 13, 2022
Money Management Is Out, Personalization and Planning Are In: Fidelity ExecMichael Durbin of Fidelity Institutional discussed some findings on how clients would like advisors to spend their time.
April 12, 2022
Fidelity to List Crypto- and Metaverse-Themed ETFs Next WeekFidelity's plan for a spot Bitcoin ETF remains unclear after the SEC recently rejected its application.
April 12, 2022
Vanguard, American Express Launch Advice Service for CardholdersINVEST for Amex by Vanguard gives clients with over $100,000 unlimited phone calls with advisors.
April 11, 2022
Retirement Planning Is No Laughing Matter: WealthConductor CEOYour clients want a customized planning approach that addresses their biggest fears, Sheryl O'Connor tells ThinkAdvisor.
April 07, 2022
Robinhood Rolls Out Crypto Wallet to 2M UsersThe tool lets users buy cryptocurrencies and NFTs outside of the firm's trading platform.