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 to Take Networking, Problem Solving to the Next Level
By Janet LevauxF2 Strategy's Doug Fritz explains what makes today's advice-focused businesses tick and how data can be an advisor's friend.
October 07, 2021
Envestnet Helps Advisors Optimize Clients' Health Insurance Coverage: Tech RoundupAlso, Franklin Templeton models have been added to GeoWealth's platform.
October 05, 2021
Crypto Universe 'Too Large to Ignore': BofA SecuritiesThe brokerage arm of BofA has just issued a 141-page report extolling the growing importance of digital assets.
October 01, 2021
Riskalyze Unveils Platform Enhancements, Docupace Announces Deal at Fearless SummitLatest additions to the Riskalyze platform include Discovery, a feature using a quantitative engine to find the best securities for each client.
September 30, 2021
Senator Warns SEC Chief Not to Crack Down on Trading AppsThe SEC's mission "does not extend to protecting investors from themselves," Sen. Pat Toomey writes.
September 30, 2021
Onramp Clinches Integration With Riskalyze: Tech RoundupAlso, Envestnet | PMC rolls out a tax management service for mutual fund and ETF model portfolios.
September 30, 2021
6 Ways to Adapt Your Investment Offerings to the Digital AgeAs interest rates remain low and investors gravitate to tech platforms, advisors must evolve or die.
September 29, 2021
Betterment Valuation Rises to $1.3B on Funding RoundThe robo-advisor also attracted funding from Aflac Ventures, a division of insurer Aflac Inc., and several other firms.