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.
An Inside Look at the Technology Advisors Like
By Timothy WelshJoel Bruckenstein and Bob Veres ask advisors annually about their tech preferences and usage, what works and doesn't.
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.
May 20, 2022
Merrill Names New Head of Platforms and CapabilitiesCasey Franz is replacing Kabir Sethi, who recently left Merrill to join LPL Financial.
May 19, 2022
UBS Adds BNY Mellon Model Portfolios to Platform: Tech RoundupAlso, Invesco teamed with Cerulli Associates to launch a benchmarking index based on Cerulli data.
May 19, 2022
12 Biggest Robo-Advisors by AUM: Q1 2022Protections against rising inflation defined winning portfolios in the first quarter, Backend Benchmarking's David Goldstone says.
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.