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.
Best & Worst Firms for Self-Directed Investors: J.D. Power, 2022
By Michael S. Fischer"Hybrid" investors who get some advisor help are less satisfied than both DIY investors and full-service advisor clients.
April 24, 2022
Goldman Sachs, JPMorgan and UBS Launch New Brands to Lure Average InvestorsHere's why these blue-chip banks — which for generations have fixated on the 1% — are stooping to conquer clients with just 0.01% of this wealth.
April 22, 2022
What Biden's Crypto Order Means for AdvisorsThe number of advisors who've personally invested in the new asset class nearly doubled in 2021 to 47%, according to a Bitwise/ETF Trends poll.
April 22, 2022
Schwab Integrates With Salesforce Financial Services CloudThe pact will enable independent advisors to access Schwab data and perform workflows directly from Salesforce's CRM platform.
April 21, 2022
How Interactive Brokers Lures RIAs From RivalsEasy crypto access is just one offering leading RIAs away from bigger firms like Schwab, marketing exec Steve Sanders says.
April 21, 2022
Envestnet to Offer New Data, Digital Solutions: Tech RoundupAlso, WisdomTree introduces Portfolio and Growth Solutions, providing customized portfolio and asset allocation services for RIAs and IBDs.
April 20, 2022
'The Stars Aligned': Orion-Redtail Deal Was Years in the Making"I used to lose sleep over the thought of this transaction going in a different direction," the CEO says.
April 20, 2022
Most Robo-Advisor Users Have Human Advisors: MDRTThe group found that human-only advisory clients are much more common than robo-only clients.