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.
20 Richest Women in the U.S.: Forbes
By Michael S. FischerMeet the wealthiest women in the United States, who collectively are worth close to $400 billion.
December 09, 2021
RIA in a Box Bought by ComplySci: Tech RoundupAlso, Riskalyze adds Pulse 360 to its advisor productivity suite, and Broadridge appoints Dipti Kachru as global CMO.
December 09, 2021
MIT's Lo Predicts the Future of FinanceLo explains what regulators are doing to avoid another devastating financial crisis and his research on systemic risk.
December 08, 2021
The World's 17 Youngest BillionairesThinkAdvisor sorted through Forbes' Real-Time Billionaires ranking to find those who are 31 year of age and younger worldwide.
December 02, 2021
Envestnet to Create Unified Annuity Investment Platform for Advisors: Tech RoundupAlso, Edelman Financial Engines to launch "Everyday Wealth With Soledad O'Brien and Jean Chatzky," a podcast and radio show.
December 01, 2021
Envestnet Files to Offer Its Own ETFs on PlatformThe TAMP is planning two bond and two equity ETFs that combine active and passive management.
November 29, 2021
Commonwealth Plans Big Tech Investments as More of Its Advisors Ditch FINRA"Commonwealth actually looks more like a national RIA than it does a traditional broker-dealer," CEO Wayne Bloom tells ThinkAdvisor.
November 24, 2021
Best & Worst Performing Robo-Advisors Over the Past 5 YearsThe 60/40 portfolio is not dead in the robo-advisor space.