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.
Fintech Startups Vie for Funding at ScratchWorks Season 4
By Timothy WelshThree finalists had 15 minutes each to win deep-pocketed investors over.
April 28, 2022
Fidelity Hiring Spree ContinuesIt says it will have added 12,000 new jobs in the first three quarters of 2022.
April 26, 2022
Best & Worst Firms for Self-Directed Investors: J.D. Power, 2022"Hybrid" investors who get some advisor help are less satisfied than both DIY investors and full-service advisor clients.
April 25, 2022
LPL Picks Up Merrill Exec, Shuffles LeadershipLPL has named new leaders to the groups formerly led by Burt White and Andy Kalbaugh.
April 25, 2022
Altruist to Launch Its First Model Portfolio With Direct IndexingAdvisors will soon be able to help investors access direct indexing with as little as $2,000, the company said.
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.