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.
Merrill Names New Head of Platforms and Capabilities
By Jeff BermanCasey Franz is replacing Kabir Sethi, who recently left Merrill to join LPL Financial.
May 17, 2022
Raymond James Is Spending $500M on Tech in 2022, CEO SaysCEO Paul Reilly also talked to ThinkAdvisor about advisors' biggest worries and how the firm would handle a recession.
May 17, 2022
Fidelity Rolls Out New Portfolio ToolThe resource lets wealth managers "demonstrate the benefits of actively managing investments" for clients, says the firm.
May 16, 2022
Many Millennials Doubt They're Capable of Financial Success: EnvestnetTheir skepticism affects every financial decision they make, says generation researcher Jason Dorsey.
May 16, 2022
Why Aren't There More Female Fintech Leaders Onstage? It's ComplicatedOutdated stereotypes and gendered expectations are still keeping women from reaching their full career potential.
May 12, 2022
Envestnet's Dani Fava: Embedded Investing Solution Coming This YearThe fintech firm has been laying the groundwork to offer financial services in nonfinancial consumer apps.
May 12, 2022
5 Ways Financial Advice Is Changing NowHere are the key trends to understand so you can set your practice up for growth, says the co-head of Pershing's Wealth Solutions.
May 11, 2022
Envestnet CEO Opens Summit With New Cloud Tech, Upbeat VibesCEO Bill Crager unveiled the new Envestnet Wealth Data Platform and invited advisors to check out a new client portal.