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.
Betterment Buys Crypto-Focused RIA
By Janet LevauxThe robo–advisor says it is acquiring Makara, an RIA that sells automated cryptocurrency portfolios.
February 03, 2022
Fidelity's Advisor Platform Gets Major Update"This looks like a pretty extensive overhaul in terms of usability and personalization," consultant Tim Welsh says.
February 02, 2022
Grayscale Launches Finance-Focused ETFThe new fund, launched by the manager of the $24 billion Grayscale Bitcoin Trust, is passively managed and it's fee is 0.7%.
January 28, 2022
5 Big Wealth Management Trends for 2022These important trends should be part of your strategic planning and can help position your business for success this year.
January 27, 2022
Kestra Teams With AdvicePay to Offer Fee-for-Service Planning: Tech RoundupAlso, Riskalyze appointed Dr. Shari Hensrud as vice president of risk and analytics.
January 26, 2022
Why Is UBS Buying a Robo for $1.4B?It's "ironic" that Wealthfront, once a disruptor, has been bought by a 160-year-old bank, Tim Welsh says.
January 26, 2022
UBS to Buy Wealthfront for $1.4BThe robo-advisor deal may bring more than $27 billion in assets under management and over 470,000 clients in the U.S. to the Swiss-based firm.
January 20, 2022
Snappy Kraken Launches 3 New Marketing Programs: Tech RoundupAlso, Subscription-based advice platform Facet Wealth raised $100 million.