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.
8 Reasons to Focus on Wealthy Clients' Debt
By John ManganaroVirtually all investors have liabilities, but advisors are often ill-equipped to map that side of balance sheets.
Don't Forget This Important Planning Task for the New Year
December 26, 2023
Parent Problems Put AnnuityNet in PlayZinnia has put a $400 million floor on the distribution system firm's price.
December 14, 2023
12 Biggest Financial Services Data Breaches of 2023The incidents affected everything from Social Security numbers to debit card security codes.
December 14, 2023
JPMorgan to Unplug Its Robo-Advisor, Citing Weak DemandAutomated investing hasn't become profitable for many in the industry, "including us," the company said.
December 14, 2023
Envestnet Explores Sale of YodleeThe TAMP wants to solicit interest from potential buyers of the data aggregator, which it acquired for $590 million in 2015.
December 06, 2023
The Fast-Growing Investing Strategy That's Attracting Younger ClientsA passive approach, once reserved for the ultra-wealthy, has become more accessible on a wider scale.
December 01, 2023
Fidelity Customers Face Issues With Trading Site, AppsThe investment firm acknowledged issues with its mobile apps, trading platform and website.
November 30, 2023
CAIS, Pershing Expand Alternatives CollaborationThe offering provides access to alternative investments via CAIS with no transaction fees for Pershing clients' funds.