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.
How Advisors Can Give Clients Amazon-Like Service
By Jane Wollman Rusoff"Clients have now built a benchmark in their minds" set by Amazon, Apple and Google, says Atria Wealth Solutions' Brian Bichler.
October 06, 2022
Pershing X Teams With Startup to Boost Financial Planning Efficiency: Tech RoundupAlso, Dynasty has teamed with digital platform Allocate to give RIAs access to venture capital investments.
October 04, 2022
Morgan Stanley to Combine Robo Offerings Within E-Trade BrandThe wirehouse's announcement came only a week after Fidelity made a similar move.
October 03, 2022
Cost-Conscious Investors Open to Using a Robo-AdvisorAmong Americans without a financial advisor, 80% would consider getting a robo-advisor if they knew it would be less costly.
September 29, 2022
Cambridge Launches New Digital Marketing Solution for Advisors: Tech RoundupAlso, BNY Mellon to provide comprehensive solution to asset manager Aviva Investors.
September 26, 2022
Fidelity Plan to Combine Robos Makes a Lot of Sense, Tech Experts SayThe move is another sign that hybrid advice is in and pure-play robo-advice is out.
September 23, 2022
Managing Tax-Efficient Withdrawal Strategies for RetirementAdvisors must consider the interaction of their clients' retirement income sufficiency, income taxes and potential estate taxes.
September 23, 2022
Best & Worst Retirement Plan Digital Providers: J.D. Power, 2022Strong digital performance is highly correlated with retirement investor asset acquisition and retention, according to J.D. Power.