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.
LPL to Add SMAs to Model Wealth Platform
By Jeff BermanThe enhancement lets advisors combine multiple investment types in one account and will be rolled out to all advisors over the next few months.
August 04, 2021
LPL to Invest More Than $1.3B in Tech, Other Key Areas This YearOne major area of focus is offering its advisors more personalized solutions, CEO Dan Arnold says at Focus 2021.
August 02, 2021
Wealthfront Adds 2 Grayscale Cryptocurrency Trusts to Its PlatformThey are the Grayscale Bitcoin and Ethereum trusts.
July 29, 2021
RBC Wealth Selects Broadridge Platform: Tech RoundupTwo fintech executives also join Dynasty Financial Partners.
July 28, 2021
Robinhood Under FINRA Investigation, AgainThe firm received a FINRA investigative request related to its CEO and co-founder not being registered.
July 28, 2021
Everything You Need to Know About the BUZZ ETFThe fund, formally known as the VanEck Vectors Social Sentiment ETF, leverages public opinion to build its portfolio.
July 22, 2021
Onramp Invest Kicks Off Crypto Trading for Advisors: Tech RoundupAlso, ProNvest introduces a retirement fintech platform.
July 21, 2021
VIPs Are Venturing Into Crypto, but Many Advisors Still HesitateWhile the new Onramp platform and big-name backers like Ritholtz Wealth could help attract RIAs to crypto, many are not convinced.