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.
9 Traps to Avoid With Planning Tools: CFP Board
By John ManganaroAdvisors must know how their processes really work and how to fully protect their clients' private information.
April 24, 2024
Two Ways Advisors Can Add Value, Without Picking Stocks"The industry's historical model of how we add value is under threat," MyVest CEO Anton Honickman says.
April 23, 2024
Advisor360 Taps Former MassMutual Exec as CEOMike Fanning takes the helm from Richard Napolitano, who will retire May 1.
April 22, 2024
Goldman Ditches Robo-Investing in Sale to BettermentThe bank had hoped that Marcus Invest would bring it new clients with balances as low as $1,000.
April 17, 2024
Envestnet Considers Possible Sale: ReportThe wealth management platform has received interest from potential suitors, Reuters reports.
April 16, 2024
Vanguard to Exit Individual 401(k) BusinessVanguard is selling its Solo 401(k), multiple-participant SEP and SIMPLE IRA businesses to Ascensus.
April 15, 2024
H&R Block Users Say They Can't File Their Taxes as Deadline LoomsDesktop users reported a "Bad Gateway" message; the company said Monday afternoon it had resolved the problem.
April 15, 2024
Schwab Beats Q1 Revenue Target After Tough YearThe final 10% of TD Ameritrade advisors and clients are moving to Schwab in May, says CEO Bettinger.