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.
How Advisors Can Harness Data to Optimize Financial Planning
By Angela PecoraroData-driven digital advancements offer many opportunities for financial advisors to serve clients better.
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.
April 22, 2021
Investing Has Gone Digital; Financial Planning Must Catch UpWhile the barriers to investing have never been lower, financial planning can be harder to come by for the average American.
April 22, 2021
Schwab: TD Ameritrade Integration Costs Higher Than ExpectedSchwab says the extra costs are due to changes in trading volume and its work toward improving the client experience.
April 19, 2021
AdvisorPeak, Prime Trust Add Crypto Tools for PortfoliosAdvisorPeak users can now custody, trade and rebalance Bitcoin and other digital assets.