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.
Stablecoins Show the Problem With Crypto in 401(k)s
By Mitchell ShamesTo put the lack of crypto oversight in perspective, think of how tightly money market funds are regulated versus stablecoins.
July 08, 2022
Estate Planning for LGBTQ+ Couples: What to Discuss With ClientsHere are the key considerations LGBTQ+ couples should discuss, whether they are legally married or not.
July 08, 2022
Envestnet Buys Advisor Billing Provider: Tech RoundupAlso, the Digital Assets Council of Financial Professionals added a new online self-study course for advisors.
July 06, 2022
First Trust Capital Buys Direct Indexer VeritiFirst Trust works with about $203 billion of assets, while Veriti has about $1 billion on its platform.
July 06, 2022
Barred Broker Who Did Merrill Stint Indicted in $100M Crypto ScamJoshua David Nicholas and two other defendants were charged with conspiracy to commit wire fraud and securities fraud.
July 05, 2022
Scott MacKillop: The SEC Warning TAMPs Don't Want to Talk AboutSEC is increasing scrutiny of TAMP selection, so choose carefully, the First Ascent Asset Management CEO warns.
June 30, 2022
Ric Edelman's Digital Asset Group Offers Course to Flourish Crypto Users: Tech RoundupAlso, Advisor360° enhances its existing beneficiaries capability for advisors.
June 29, 2022
DOL's Rollover Reckoning Opens Doors for AdvisorsThe new rollover rule taking effect Friday presents a significant opportunity to stand out in the marketplace.