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.
Cetera Is First Client for Broadridge's New Offering: Tech Roundup
By Jeff BermanAlso, Morgan Stanley at Work rolls out Corporate Retirement Portal for advisors.
September 06, 2022
UBS-Wealthfront Deal Puzzled Many From the StartThe $1.4 billion deal was "doomed from the get-go," Nexus Strategy CEO Tim Welsh says.
September 02, 2022
UBS, Wealthfront Cancel $1.4B DealUBS will, however, buy a $69.7 million note that is convertible into the robo-advisor's shares.
September 01, 2022
Goldman Closes on NextCapital Purchase: Tech RoundupAlso, Goldman Sachs finalizes its purchase of robo-advisor NextCapital Group.
August 30, 2022
Top 10 RIA Deals in the First Half of 2022Echelon Partners and DeVoe & Co. both say 2022 is on track to be a strong year for M&A despite shifting trends.
August 26, 2022
BlackRock Launches iShares Neuroscience and Health Care ETFBlackRock called IBRN the first ETF focused on growth and innovation related to the treatment of neurological diseases.
August 25, 2022
LUMINARIES 2022 Finalists: Thought Leadership — FirmsThese 40 industry players have demonstrated excellence through innovative insights, practices and research.
August 25, 2022
LUMINARIES 2022 Finalists: Thought Leadership — IndividualsThese 32 industry VIPs have demonstrated excellence through innovative insights, practices and research.