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.
Vanguard Clients Report Website Outages Since Christmas
By Bernice NapachFor several days, users have complained the site "won't provide account statements or transaction confirmations," says Vanguard watcher Dan Wiener.
December 16, 2021
Dynasty's Shirl Penney: Clients Are Fleeing Banks and Brokerages, TooIn fact, they're flocking to the RIA space faster than advisors are, the Dynasty Financial Partners CEO tells ThinkAdvisor.
December 16, 2021
TD Ameritrade Enhances Thinkorswim: Tech RoundupAlso, Envestnet | Yodlee says it has significantly grown its open banking initiatives globally.
December 15, 2021
20 Richest Women in the U.S.: ForbesMeet the wealthiest women in the United States, who collectively are worth close to $400 billion.
December 10, 2021
Wealthy Millennials Embrace Both DIY Platforms and Professional Advice: SurveyHigh-net-worth millennials are hiring financial advisors at a higher rate than older investors, Wealthramp found.
December 09, 2021
Business Owners More Confident About Retirement: TD Wealth SurveyNinety-five percent of mass affluent business owners are upbeat about their financial plans vs. 82% a year ago.
December 09, 2021
RIA in a Box Bought by ComplySci: Tech RoundupAlso, Riskalyze adds Pulse 360 to its advisor productivity suite, and Broadridge appoints Dipti Kachru as global CMO.
December 09, 2021
MIT's Lo Predicts the Future of FinanceLo explains what regulators are doing to avoid another devastating financial crisis and his research on systemic risk.