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.
More Leaders Exit Onramp
By Jeff BermanCaitlin Cook and two C-level execs, Craig Uhlenkott and Nyle Bayer, are among the latest to leave the startup.
June 07, 2022
Sweeping Crypto Legislation Targets Stablecoins, MiningThe bipartisan bill is one of lawmakers' most ambitious attempts to regulate the volatile asset class.
June 03, 2022
Ric Edelman: Advisors Can Hate Crypto but Can't Ignore ItCrypto is projected to generate $5 billion in advisory fees over the next five years, he says.
June 01, 2022
Envestnet Acquires a 401(k) Marketplace, Pushing Deeper Into Retirement SpaceThe move will help streamline retirement plan distribution among advisors and third-party administrators.
May 31, 2022
An Inside Look at the Technology Advisors LikeJoel Bruckenstein and Bob Veres ask advisors annually about their tech preferences and usage, what works and doesn't.
May 27, 2022
Robinhood Reaches Settlement of Suits Over 2020 Trading OutageMultiple investors sued Robinhood in several states, mostly alleging restrictions by the trading platform that amounted to a breach of contract.
May 26, 2022
Morningstar Launches Analytics Lab: Tech RoundupAlso, RIA in a Box is teaming with InvestorCOM to help advisors meet rollover requirements.
May 20, 2022
Fee-Based Advisors Face Demand for More Services: Franklin Templeton CEOThey are now expected to provide services that used to be only for the wealthiest, CEO Jenny Johnson said.