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.
Why Pru, TIAA and State Street Put $5M Into Micruity's Annuity Platform
By John ManganaroThe retirement income nervous system is intended to make the transition from accumulation to income more seamless.
July 02, 2024
Why Bitcoin Hasn't Hit $100K Yet, and Why That Doesn't Spell DoomYes, there is a big short position out there, but it's because hedge fund managers are very smart people.
June 28, 2024
Vanguard Warns Clients to Hang Up and Log In, Or ElseThe firm is cracking down on heavy users of phone support. Is that fair?
June 27, 2024
Joe Duran's Rise Growth Recruits Two Senior ExecutivesThe recently launched RIA minority investment firm has new heads of marketing and investments.
June 26, 2024
Pru, TIAA, State Street Put $5M in 401(k) Plan Annuity Tech FirmMicruity, which connects asset managers with insurers, also counts Pacific Life and Western & Southern as backers.
June 26, 2024
Orion Rolls Out Menu of Stand-Alone Tech ServicesRisk and compliance supervision services are now being offered à la carte; soon, its trading platform will be.
June 25, 2024
Vanguard Clients Report Login TroubleVanguard website users complained that they couldn't log into their accounts and trade.
June 25, 2024
Vanguard Adds Short-Term Planning to Robo, Hybrid ServicesClients will be able to plan for goals less than 18 months away starting July 9.