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.
SEI Acquires Oranj Platform: Tech Roundup
By Jeff BermanAlso, Fidelity and Advyzon enhance integration capabilities between their platforms.
March 29, 2021
BlackRock's iShares, Schwab Adding International Equity ETFs: Portfolio ProductsMeanwhile, John Hancock plans to liquidate a liquid alts fund.
March 25, 2021
Merrill Guided Investing Slashes Minimum by 80%The cut brings Merrill Guided Investing in line with other digital advisors, including Goldman's Marcus Invest.
March 25, 2021
Pershing, Orion Deepen Integrations: Tech RoundupAlso, CircleBlack added a former Envestnet executive, and Smarsh launched applications for Zoom.
March 24, 2021
Ex-TD Ameritrade, USAA Execs Join EnvestnetThe additions come as Envestnet continues to build its financial wellness ecosystem.
March 23, 2021
Commonwealth's New Wealth Exec Tells Advisors: We're Here for YouThe firm offers services, like advanced tax and estate planning, to help advisors overcome challenges, Karen McColl tells ThinkAdvisor.
March 22, 2021
Goldman Expands United Capital's Tools to Its Advisors, and BeyondThe unit, now called Personal Financial Management, plans to focus on organic growth, FinLife head Rachel Schnoll tells ThinkAdvisor.
March 18, 2021
Envestnet Buys Tech From Apprise Labs to Enhance Client Portal: Tech RoundupAlso, Envestnet's Variable Annuity Program has been expanded to become the Envestnet Insurance Exchange.