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.
'Aggressive Change' Was Needed, Onramp Says After Slashing Jobs
By Jeff BermanTyrone Ross tells ThinkAdvisor it was his decision to leave the company he co-founded.
March 03, 2022
10 Best Robo-Advisors: Q4 2021Backend Benchmarking's ranking includes both qualitative factors and performance metrics.
March 01, 2022
CEO Tyrone Ross Exits Onramp; Dani Fava Leaves BoardEric Ervin, who co-founded the fintech firm with Ross, has become the firm's new CEO.
February 28, 2022
No, Your Client Won't Ditch You for a Robot: Vanguard SurveyMore than 90% of clients with a human advisor said they wouldn't go digital-only, researchers found.
February 25, 2022
Firms Signal Desire for Change in Wealthtech: ReportWealth management firms controlling roughly $10 trillion in AUM represent the biggest market opportunity for fintech, Cerulli found.
February 24, 2022
Cetera Teams With Credit Union in Kentucky: Tech RoundupAlso, a managed account platform bought a BNY Mellon unit.
February 22, 2022
Envestnet Weighs Options After Getting Takeover InterestThe turnkey asset management provider has been approached by at least one private equity firm interested in acquiring it, said a source.
