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.
10 Trends Shaping Wealth Management in 2024
By Michael S. FischerAs many investors look beyond prioritizing wealth preservation, wealth managers must get creative, according to Capgemini.
March 27, 2024
SEC Updates Rules for Robo-AdvisorsThe changes better reflect the digital marketplace in 2024, said Gary Gensler, the agency's chairman.
March 25, 2024
Bank of America Overhauls Mobile AppThe updated app provides a new platform that consolidates five BofA apps, including banking and investing.
March 22, 2024
Dani Fava Is Leaving EnvestnetShe is moving to "a company well-placed to capitalize on emerging industry trends," she said on LinkedIn.
March 21, 2024
Best & Worst Full-Service Wealth Management Firms Ranked by Investors — J.D. Power, 2024Overall investor satisfaction is up, but affluent millennials are getting antsy, the annual survey found.
March 20, 2024
Focus Financial Taps Flourish for Held-Away Cash ManagementFlourish already works with several firms affiliated with Focus Financial, including Buckingham Strategic Wealth and The Colony Group.
March 19, 2024
3 Key Elements for Successful Succession PlanningBy embracing collaboration, adaptation and mentorship, financial advisors can navigate the succession gap with resilience.
March 19, 2024
Fidelity Customers Report Login TroubleFidelity acknowledged the problem and offered troubleshooting steps.