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.
Morningstar Rolls Out New Research Platform: Tech Roundup
By Jeff BermanAlso, Sanctuary Wealth launches a customized alternative investment platform for hybrid RIAs.
June 15, 2022
Rep. Neal Asks Government Watchdog to Study Hazards of Crypto in 401(k)sConcerns have arisen about the risks to older Americans who invest in cryptocurrencies in 401(k)s, Neal told GAO.
June 14, 2022
Many Firms Failing to Engage the Emerging Wealthy: CapgeminiWealth managers need to rethink their strategies as the demographics of millionaires evolve, the group reports.
June 14, 2022
3 Challenges Shaping the Future of CryptoThe emerging asset class faces challenges in the short, medium and long term, Morningstar analyst Madeline Hume says.
June 14, 2022
Bitcoin Rout Hits 'Darkest' Phase With Entire Market Underwater"Even long-term holders are now being purged from the holder base," Bitcoin strategists write.
June 13, 2022
Schwab to Pay SEC $186M Over 'No Hidden Fee' Claims for Cash-Heavy RoboIntelligent Portfolios' cash allocations, up to 29%, made money for Schwab while reducing returns, the SEC said.
June 09, 2022
Riskalyze Increases API Offerings: Tech RoundupAlso, Franklin Templeton teams with iCapital on alternative investing.
June 09, 2022
Why Envestnet's Stuart DePina Is Stepping Down"I've had an interest in driving my own organization for a few years now," he tells ThinkAdvisor.