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.
November 07, 2024
Family Office Rolls Out New Tax Overlay ProgramThe Aris Investing tools will help Callan's partners make personalized, tax-aware trading decisions for wealthy client portfolios.
November 07, 2024
5 Strategies for Capturing Wealthy ClientsBeing proactive in meeting the sophisticated needs of affluent investors should lead to stronger, more resilient practices.
November 04, 2024
Axos to Integrate Envestnet's Managed Account TechThe partnership will help clients automate routine tasks like rebalancing and reporting, while expanding investment options.
November 01, 2024
iCapital to Acquire AI-Based AltExchangeThe deal should enhance iCapital's data solutions capabilities for advisors and HNW clients, says the firm, led by Lawrence Calcano.
October 30, 2024
Schwab Expands 24-Hour TradingStocks in the S&P 500, Nasdaq-100 and hundreds of ETFs will be available around the clock on weekdays.
October 28, 2024
Robinhood Is Latest Firm to Be Sued Over Cash Sweep ProgramThe 0.01% interest rate for customers who don't pay a fee is a Reg BI violation, the suit claims.
October 25, 2024
Intelliflo Redblack Adds Wash Sale Alert ToolNew capabilities are designed to help financial advisors ensure compliance with IRS wash sale rules.
October 24, 2024
How to Close Fintech's Gender GapWith finance and tech both historically male-dominated professions, the pairing seems to amplify these challenges.
October 21, 2024
What Advisors Who Switch Firms Are Really Looking ForThere are two main motivations for making a move, recruiter Dave Glaser tells ThinkAdvisor.
October 18, 2024
Schwab to Replace Its Advisor Robo OfferingClient accounts must be moved from the Intelligent Portfolios platform to Ameritrade's iRebal by the fourth quarter of 2025.