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.
ICapital Launches 'One-Stop Shop' for Advisors Seeking Alt Investments
By Jeff BermanThe new iCapital Marketplace is designed to connect advisors with a broad array of asset managers and offerings.
June 08, 2023
The Trends Innovative Advisors Are Talking AboutThe fastest growing firms "rely the least on referrals," says Michael Kitces, which is driving the growth of new marketing tools today.
June 08, 2023
Former SEC Chair Jay Clayton: Regulators Can't Bow to TechWhile too much regulation is a bad thing, so is too little, argues former SEC Chair Jay Clayton.
June 08, 2023
Schwab Soups Up Direct Indexing for RIAsEnhancements include easier onboarding, a new RIA dashboard and increased ability to personalize investments, Schwab says.
June 07, 2023
The Wealth Management Trend Advisors Can't IgnoreA demand for more nimble and holistic planning is challenging advisors and driving interest in direct indexing.
June 06, 2023
Pershing X Launches New Wealth Management PlatformFirm leaders say the platform, called Wove, helps advisors connect all the components of a client's financial picture.
June 06, 2023
SEC's Coinbase Lawsuit Heralds Deepening Crypto CrackdownCoinbase for years evaded its rules by letting users trade crypto tokens that were actually unregistered securities, the regulator says.
June 05, 2023
Glitch at JPMorgan Chase Caused Double Online Transactions"My account is at negative," one Twitter user posted about the bank's issues, which have since been resolved.