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.
With AI-Driven Personalization, Better Service for More Clients
By Jane Wollman RusoffApplying artificial intelligence smartly boosts advisors' growth while reducing risk and costs, offers fintech expert Rob Pettman.
December 04, 2024
F2 Strategy Names Ex-Orion Exec as CEORyan Beach is taking over from the firm's co-founder, Doug Fritz, who will become executive chairman.
December 03, 2024
How to Avoid the Tax Trap of the Wash-Sale RuleTech tools can automate oversight of multiple accounts to ensure compliance while protecting investment gains.
November 26, 2024
Alera Adopts AI-Powered Benefits and Wealth Management PlatformThe group's retirement plan services practice has integrated new planning capabilities from Tifin at Work.
November 26, 2024
Robinhood’s Gallagher Drops Out of SEC Chair ConsiderationThe ex-SEC commissioner, now Robinhood's chief legal officer, said he's "committed" to the firm's millions of customers.
November 25, 2024
Bain Capital Closes Envestnet Acquisition for $4.5BThe deal brings the wealthtech firm new sources of capital and flexibility, but challenges remain.
November 22, 2024
Best & Worst Wealth Firms for Digital Experience: J.D. Power, 2024Transactional capabilities and modern design aesthetics are not enough to satisfy clients, the research group finds.
November 21, 2024
These Two Tech Tools Wowed Judges, Advisors at XYPN LiveJudges selected a compliant texting solution, while conference attendees favored a CRM platform that helps with client meetings.