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.
5 Strategies for Capturing Wealthy Clients
By Natalie WolfsenBeing proactive in meeting the sophisticated needs of affluent investors should lead to stronger, more resilient practices.
October 30, 2024
Schwab Expands 24-Hour TradingStocks in the S&P 500, Nasdaq-100 and hundreds of ETFs will be available around the clock on weekdays.
October 28, 2024
Robinhood Is Latest Firm to Be Sued Over Cash Sweep ProgramThe 0.01% interest rate for customers who don't pay a fee is a Reg BI violation, the suit claims.
October 25, 2024
Intelliflo Redblack Adds Wash Sale Alert ToolNew capabilities are designed to help financial advisors ensure compliance with IRS wash sale rules.
October 24, 2024
How to Close Fintech's Gender GapWith finance and tech both historically male-dominated professions, the pairing seems to amplify these challenges.
October 21, 2024
What Advisors Who Switch Firms Are Really Looking ForThere are two main motivations for making a move, recruiter Dave Glaser tells ThinkAdvisor.
October 18, 2024
Schwab to Replace Its Advisor Robo OfferingClient accounts must be moved from the Intelligent Portfolios platform to Ameritrade's iRebal by the fourth quarter of 2025.
October 18, 2024
SEC X Account's Alleged Hacker Arrested Over Fake Bitcoin ETF PostThe fake post, a day ahead of the approval of spot Bitcoin ETFs, caused the price of Bitcoin to surge.