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.
Alera Adopts AI-Powered Benefits and Wealth Management Platform
By John ManganaroThe group's retirement plan services practice has integrated new planning capabilities from Tifin at Work.
November 22, 2024
Best & Worst Wealth Firms for Digital Experience: J.D. Power, 2024Transactional capabilities and modern design aesthetics are not enough to satisfy clients, the research group finds.
November 21, 2024
These Two Tech Tools Wowed Judges, Advisors at XYPN LiveJudges selected a compliant texting solution, while conference attendees favored a CRM platform that helps with client meetings.
November 21, 2024
SEC Chair Gensler to Step DownHis exit on Jan. 20 means the SEC could be led by either Hester Peirce or Mark Uyeda.
November 20, 2024
10 Best Performing Robo-Advisors: Q3 2024Two recent platform closures show the difficulty in profiting from automated advice for the masses, Condor Capital says.
November 19, 2024
Orion-Schwab Integrations Include Direct RMD CalculationsThe firms unveiled enhanced functionality and workflows within Schwab Advisor Services.
November 18, 2024
Dynasty Financial Launches TAMPThe Model Select offering enables members of Dynasty's independent RIA network to outsource investment management.
November 12, 2024
E-Trade Customers Report Problems With Website, AppUsers complained of problems with the mobile brokerage and trading functions.