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.
Death of UBS-Wealthfront Deal Isn't All About the Money
By Paul J. DaviesUBS never attempted to justify the valuation, nor is it suddenly in need of conserving cash.
September 01, 2022
Goldman Closes on NextCapital Purchase: Tech RoundupAlso, Goldman Sachs finalizes its purchase of robo-advisor NextCapital Group.
August 30, 2022
Top 10 RIA Deals in the First Half of 2022Echelon Partners and DeVoe & Co. both say 2022 is on track to be a strong year for M&A despite shifting trends.
August 26, 2022
BlackRock Launches iShares Neuroscience and Health Care ETFBlackRock called IBRN the first ETF focused on growth and innovation related to the treatment of neurological diseases.
August 25, 2022
LUMINARIES 2022 Finalists: Thought Leadership — FirmsThese 40 industry players have demonstrated excellence through innovative insights, practices and research.
August 25, 2022
LUMINARIES 2022 Finalists: Thought Leadership — IndividualsThese 32 industry VIPs have demonstrated excellence through innovative insights, practices and research.
August 25, 2022
Life and Annuity Issuers Still Need Modernization Help: GenpactThe IT services company wants to plug old and new systems into the same "orchestration layer."
August 25, 2022
ICapital to Buy UBS Alt Feeder Fund Platform: Tech RoundupAlso, Morgan Stanley at Work expanded fractional share trading capabilities.