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.
Consolidation Meets AI at Industry Event
By Timothy WelshIn the opening keynote at WealthStack, Joe Duran warned advisors about the hidden costs of inorganic growth.
May 16, 2024
Schwab Shakes Up Exec Team; Bernie Clark Steps DownJon Beatty, now COO of Advisor Services, will take the helm of the unit on June 28.
May 14, 2024
Envestnet Highlights Tech Progress Amid Rumors of Acquisition TalksThe firm's Elevate 2024 conference kicked off this week in Phoenix.
May 14, 2024
Why Bitcoin Will Rise to $420,000, and What It Means for PortfoliosThe question of its future price has a strong implication for advisors' asset allocation.
May 13, 2024
BlackRock Takes Minority Stake in Advisor Marketing StartupLacy Garcia's Willow will use the funds to offer "Advisor for Women" and "Advisor for NextGen" certificates.
May 13, 2024
Envestnet, Salesforce Plan New Integrations for AdvisorsSalesforce Financial Services Cloud users will have direct access to the MoneyGuide planning program within their central CRM.
May 13, 2024
E-Trade Customers Report Platform OutageThousands of users reported login issues Monday with the online brokerage owned by Morgan Stanley.
May 10, 2024
Schwab Shuts TD Ameritrade Platforms for GoodThe migration of the remaining 1.8 million TDA accounts will be completed this weekend.