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.
LPL Picks SmartAsset for Vendor Affinity Program: Tech Roundup
By Jeff BermanAlso, Morgan Stanley teams with Microsoft, while RIA in a Box announces a new automated RIA communications archiving and review solution.
May 28, 2021
FINRA OKs Advisory Committee Term Limits, Adjusts CE FeesTerm limits for members of FINRA's 12 advisory committees are intended to promote diversity.
May 27, 2021
Gamification Offers Benefits, Risks to BDs and Clients: FINRAA FINRA panel also warned reps to be careful what they say in their social media posts.
May 27, 2021
E-Trade Enhances Bond Resources: Tech RoundupThe firm wants to make it easier to execute fixed income trades, find ideas and access educational content.
May 25, 2021
New ETF Invests in Grayscale Bitcoin TrustSimplify is "very pleased to be launching SPBC, ... providing a liquid, scalable way to add Bitcoin exposure to a portfolio," said CEO Kim.
May 25, 2021
Onramp Invest Launches Crypto Platform for RIAsInitial investors include Ritholtz Wealth Management. But challenges remain, including reluctance among advisors' insurance carriers, Onramp's CEO says.
May 20, 2021
BlackRock Strengthens Aladdin Platform's Trading Capabilities: Tech RoundupAlso, AdvisorPeak becomes the first trading and rebalancing platform to be offered on Invent's cloud tech platform.
May 19, 2021
Josh Brown: How Ritholtz's Growing Robo Fits Into Its BusinessThe robo platform, Liftoff, is a point of entry for young clients and new planners alike, Brown says.