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.
Crypto Universe 'Too Large to Ignore': BofA Securities
By Bernice NapachThe brokerage arm of BofA has just issued a 141-page report extolling the growing importance of digital assets.
September 30, 2021
Onramp Clinches Integration With Riskalyze: Tech RoundupAlso, Envestnet | PMC rolls out a tax management service for mutual fund and ETF model portfolios.
September 30, 2021
6 Ways to Adapt Your Investment Offerings to the Digital AgeAs interest rates remain low and investors gravitate to tech platforms, advisors must evolve or die.
September 29, 2021
Betterment Valuation Rises to $1.3B on Funding RoundThe robo-advisor also attracted funding from Aflac Ventures, a division of insurer Aflac Inc., and several other firms.
September 29, 2021
Investors Racing Ever Faster to Tech, but They Still Crave Human Advice: SchwabAmid widespread use of financial technology, both new and seasoned investors say they will turn to an advisor in times of uncertainty.
September 29, 2021
Lori Hardwick Named Vestwell ChairHardwick, CEO of RedRock Strategic Partners, also sits on the boards of Cetera, Genstar and Orion.
September 28, 2021
eMoney Rolls Out Planning Tool to All Wells Fargo AdvisorsNearly 13,000 advisors will gain access to eMoney's most comprehensive financial planning package.
September 27, 2021
DFA Launches Digital SMA Platform, Slashes Minimum InvestmentThe tech-enabled platform cuts the SMA investment minimum to $500,000 from more than $20 million.