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.
LUMINARIES FAQ: How to Participate in ThinkAdvisor's New Awards Program
By Janet LevauxThere are two weeks left to nominate advisors and firms for our new, pioneering recognition program. Here's what you need to know.
April 29, 2021
How Advisors Can Harness Data to Optimize Financial PlanningData-driven digital advancements offer many opportunities for financial advisors to serve clients better.
April 29, 2021
Robinhood to Double Its Registered Rep Force in 2021The recruits will provide customer service, not investment advice, the company says.
April 29, 2021
Fidelity Launches Digital Assets Analytics PlatformThe platform, called Sherlock, is intended to help institutional investors navigate the digital assets market.
April 27, 2021
Best Firms for Self-Directed Investors: J.D. Power — 2021The research group measured customer satisfaction among both DIY investors and those who occasionally seek guidance.
April 26, 2021
Robo-Advisors Came to Slay Industry Giants, but Instead Schooled ThemOnce thought to be the end of human advisors, this technology has instead helped the business focus and improve.
April 23, 2021
AdvisorEngine Integration With Schwab Advisor Center Completed: Tech RoundupAlso, Envestnet | MoneyGuide has teamed with Oyster Consulting to offer paraplanning services to mutual clients.
April 23, 2021
Betterment Had Record-Breaking Q1Betterment announced $29 billion in AUM as of March 31, almost 50% higher than a year ago.