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.
Envestnet Launches Custom Strategies With 4 Big Asset Managers
By Dinah Wisenberg BrinBlackRock, Fidelity, Franklin Templeton and State Street Global Advisors will become partners in offering solutions for wealthy clients.
June 03, 2024
Mercer Launches Private Markets PlatformClients will have access to high-growth companies, credit and other opportunities, the wealth management firm says.
May 29, 2024
How to Give Clients What They Really WantAdvisors who fail to do so will be "washed out," behavioral finance professor Meir Statman tells ThinkAdvisor.
May 29, 2024
Merrill Employee Error Causes Walmart 401(k) Data Breach"We are not aware of any misuse of the personal information disclosed," Merrill's parent said.
May 23, 2024
Best & Worst Performing Robo-Advisors in Q1Here are the top five, and bottom five, performers of the 37 accounts the Robo Report tracks.
May 23, 2024
T+1 Starts Tuesday. Be Ready, SEC Chief WarnsGary Gensler extolled the benefits of the conversion, but also urged firms to perform all necessary testing.
May 23, 2024
Cannex and Luma Create Annuity Shopping Tool for AdvisorsAnother company, Hexure, has added annuity quoting to its FireLight electronic application system.
May 22, 2024
Schwab Defends App After Rival Exec Says It 'Sucks'Amid complaints its app "sucks," Schwab says things are going well with users who have migrated.