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.
SEC Chief Renews Vow to Crack Down on Crypto Industry Rule-Breakers
By Lydia BeyoudCrypto investors deserve the same protections as investors in other securities, Gary Gensler said.
September 07, 2022
Death of UBS-Wealthfront Deal Isn't All About the MoneyUBS never attempted to justify the valuation, nor is it suddenly in need of conserving cash.
September 06, 2022
UBS-Wealthfront Deal Puzzled Many From the StartThe $1.4 billion deal was "doomed from the get-go," Nexus Strategy CEO Tim Welsh says.
September 02, 2022
UBS, Wealthfront Cancel $1.4B DealUBS will, however, buy a $69.7 million note that is convertible into the robo-advisor's shares.
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.