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.
The Metaverse Is Coming, and It Could Be Worth Trillions
By Dinah Wisenberg BrinCompanies like Microsoft and even Ikea are laying the groundwork now.
June 17, 2022
Morningstar Rolls Out New Research Platform: Tech RoundupAlso, Sanctuary Wealth launches a customized alternative investment platform for hybrid RIAs.
June 16, 2022
BNY Mellon CEO-Elect: How the Oldest Firm in the NYSE Is Staying in the GameFirms have "littered the corporate graveyard as a result of not innovating," Robin Vince said at Pershing Insite.
June 15, 2022
BNY Mellon's Pershing Unveils NetX360+ Advisor Platform at InsitePershing kicked off the conference Wednesday with a visit from the Dallas Cowboys mascot.
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.