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.
5 Red Flags to Avoid When Choosing a TAMP
By Colin FallsThe right TAMP will look for ways to help you better serve your clients and grow your business.
August 19, 2022
Dynasty Partners With Pontera on Retirement Outcomes: Tech RoundupAlso, Orion has partnered with Apex to launch a fast, fully digital account opening for independent advisors.
August 18, 2022
Reverence to Take Stake in $16B RIA SEIAAdvisor Group will also make an investment to "support the next phase of SEIA's growth," the companies say.
August 18, 2022
Vanguard: Avoid $20 Fee With $1M in Assets, E-DeliveryClients with assets under $1 million can have the fee waived if they elect to receive paperwork electronically.
August 15, 2022
10 Best Robo-Advisors: Q2 2022The Robo Report tracks 58 accounts at 33 providers; it opened accounts at robo advisors in 2015 to "bring transparency to the industry."
August 11, 2022
Envestnet Institute On Campus Adds Franklin Templeton as Sponsor: Tech RoundupAlso, LinkedIn's latest compliance partner is RIA in a Box.
August 09, 2022
60/40 Model 'Is Not Working' in This Market: Focus Financial's AdolfTraditional asset allocation models "really need an update," the head of the RIA aggregator says.
August 04, 2022
BNY Mellon to Use Xceptor Tax Platform: Tech RoundupAlso, Envestnet is launching a "SpongeBob SquarePants" themed marketing campaign.