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.
BofA Makes Strategic Investment in iCapital: Tech Roundup
By Jeff BermanAlso, Edelman Financial Engines launches Income Beyond Retirement solution for 401(k) plan participants who are in or near retirement.
June 22, 2022
Meet the LUMINARIES Class of 2022 FinalistsNow in its second year, the recognition program spotlights firms and individuals who excel in four categories.
June 22, 2022
Portfolio Insights and Outlooks (Video)Asset Manager of the Year Award winners explain what they did in 2021, as well as how they're adjusting their portfolios in 2022.
June 22, 2022
Driving Excellence in Asset Management (Video)Asset Manager of the Year Award winners highlight the processes, philosophies and methods that support stellar performance.
June 22, 2022
Zooming In on Intelligent Financial Life (Video)Envestnet CEO Bill Crager, industry partners, and this year's award winners define and discuss this groundbreaking development.
June 21, 2022
The Metaverse Is Coming, and It Could Be Worth TrillionsCompanies like Microsoft and even Ikea are laying the groundwork now.
June 21, 2022
What Retirees, Pre-Retirees Want Most From Advisors: New SurveySocial Security and Medicare are the biggest concerns in the decade before retirement, Allianz Life found.
June 20, 2022
Pershing X Platform Launch on Track for Late 2022A new business unit focused on building "innovative solutions for the advisory industry" developed the prototype, the firm says.