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.
Tech Giants Are Creeping Into Finance. What's an Advisor to Do?
By Jane Wollman RusoffConsultant Craig Iskowitz talks to ThinkAdvisor about adding value and why millennials aren't so special.
June 24, 2021
State Street to Implement Machine Learning: Tech RoundupAlso, CI Financial led a funding round for a fintech firm.
June 23, 2021
Schwab to Launch Digital Account Onboarding for Advisors in JulyThe enhancement is part of a "second major wave" of digital capabilities and Schwab is already working on a "third phase" of its plan, it says.
June 17, 2021
RobustWealth's Closure 'a Shame,' but Not a Surprise, Techies Say"When an insurance company purchases a wealthtech firm, there is often a culture clash," says T3 head Joel Bruckenstein.
June 17, 2021
Envestnet | Yodlee Launches Enhanced Developer Portal: Tech RoundupAlso, Riskalyze and RightCapital deepen their integration.
June 15, 2021
Legendary Ex-Fraudster Says Colonial Pipeline Attack Could Have Been AvoidedFrank Abagnale of "Catch Me if You Can" fame tells ThinkAdvisor how financial firms can prevent ransomware attacks.
June 10, 2021
Regtech Firm ComplySci Gets $120M in Funding: Tech RoundupAlso, Onramp Invest joins Visa's Fintech Fast Track program.
June 09, 2021
Americans Adopting New Financial Behaviors Faster Than Ever: StudyMore are turning to financial professionals for advice on meeting their goals, Logica Research found.