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.
December 27, 2024
How Advisors Can Protect Clients From Instant Payment FraudScams using Zelle and other platforms are on the rise. Here's what advisors can do.
December 23, 2024
Frontier Asset Launches 6 Active ETFsThe new exchange-traded funds operate on SEI's turnkey Advisors’ Inner Circle Fund series trust.
December 20, 2024
InvestCloud Rolls Out ‘Game-Changing’ Account OfferingOne consultant says the new solution represents a significant breakthrough in private market investing.
December 19, 2024
Orion to Acquire Summit WealthSummit co-founder Reed Colley, who founded Black Diamond, will lead tech at Orion, reporting to CEO Natalie Wolfsen.
December 17, 2024
E-Trade Plans Zero-Cost Funds That Only Platform Clients Can BuyThe firm submitted plans to the SEC for five mutual funds spanning stocks and bonds.
December 17, 2024
Opto Investments Adds Private Markets Planner FeatureThe new planning tool can help advisors set clients' private investment allocations, the firm says.
December 17, 2024
Mariner Signs On With Fidelity’s AI-Based Lead-Gen PlatformCatchlight uses artificial intelligence to enrich, analyze and score leads for growth-oriented wealth management firms.
December 16, 2024
3 Ways to Give Better Advice by Understanding BehaviorChanges in lifestyle and behavior are exposing gaps in traditional approaches to retirement planning and life insurance.
December 12, 2024
SEI Acquires LifeYield to Boost UMA CapabilitiesThe Boston-based firm provides technology that enables tax-efficient investing at significant scale.
December 05, 2024
With AI-Driven Personalization, Better Service for More ClientsApplying artificial intelligence smartly boosts advisors' growth while reducing risk and costs, offers fintech expert Rob Pettman.