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.
Industry Experts Weigh In on Fidelity's Latest Tech Moves
By Jeff BermanThe updates could make Fidelity more attractive for advisors looking to switch custodians, Tim Welsh says.
November 11, 2022
Pros, Cons of Envestnet's Move Into the RIA Custody Space"The challenge is that custody is a low margin business, so it requires tremendous scale," Joel Bruckenstein said.
November 10, 2022
Envestnet to Move Into RIA Custody ServicesNew partnership with FNZ opens up multiple market opportunities for increased revenues associated with custody, Bill Crager said.
November 10, 2022
FiComm, FMG Launch Coaching Program for Advisors: Tech RoundupAlso, Cadence Bank plans to onboard the investment business of legacy BancorpSouth Bank to LPL's platform this quarter.
November 09, 2022
Tom Brady, Other Investors Hit by Crypto FiascoAlong with his ex-wife Gisele Bundchen, the quarterback helped finance FTX, Sam Bankman-Fried's once-high-flying crypto exchange.
November 04, 2022
Schwab to Start Next Phase of TD Ameritrade Conversion in JanuaryJanuary 2023 is when custodial agreements with advisors' firms will be executed, Schwab says.
November 04, 2022
Market Volatility Increases Demand for Financial Planning: CerulliEffective communication and financial software are keys to attracting and retaining clients, according to a study.
November 03, 2022
Envestnet Shows Off Tech Enhancements at Schwab Impact: Tech RoundupAlso, Allianz, Barings and Broadridge are all investing in FLX Networks' tech platform.