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.
Envestnet | Yodlee Signs Data Access Deal With TD Bank: Tech Roundup
By Jeff BermanAlso, iCapital Network is acquiring Axio Financial in a deal expected to close in the fourth quarter of this year.
September 20, 2021
William Sharpe: There Is No Retirement 'Number'The Nobel laureate talks to ThinkAdvisor about retirement uncertainty, co-founding Financial Engines and the market development that has him "freaked out."
September 20, 2021
Betterment for Advisors Automates Custom Model PortfoliosThe self-serve process eliminates the need for advisors to interact with relationship managers.
September 20, 2021
Industry Experts to Share Tips on Boosting Your BusinessOur webcast, set for Thursday, will highlight how advisors can lower costs, improve efficiency and meet investors' rising expectations.
September 17, 2021
Social Media 'Finfluencers' Could Hurt a Lot of Investors, QuicklyWhen financial advice doesn't come from regulated financial professionals, cracking down on bad advice is tricky.
September 17, 2021
The Best & Worst Retirement Plans for Digital Experience: J.D. Power, 2021Only a quarter of retirement investors strongly agree that their provider offers proactive guidance, the research finds.
September 17, 2021
Fidelity Institutional Adds Cybersecurity Solution for Wealth ManagersThe third-party offering from Armorblox can alert advisors of fraudulent emails, Fidelity says.
September 14, 2021
LPL Names Chief Data OfficerCara Dailey joins from Silicon Valley Bank to lead the firm's data and analytics team in a newly created role.