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.
Everything You Need to Know About the BUZZ ETF
By Kiara TaylorThe fund, formally known as the VanEck Vectors Social Sentiment ETF, leverages public opinion to build its portfolio.
July 20, 2021
N.J. Regulator Orders BlockFi to Stop Opening New AccountsThe New Jersey Bureau of Securities says the crypto firm's BlockFi Interest Accounts are unregistered securities.
July 20, 2021
Can't Explain Bitcoin? Your Clients Will Find an Advisor Who CanAn advisor who doesn't know about Bitcoin is becoming as irrelevant as an advisor who doesn't know about annuities.
July 19, 2021
SEC Shuts Down 'Artificial Intelligence Supercomputer' Investing ScamA mother and son said they would use the supercomputer to recommend investments in cryptocurrency and other assets, the SEC says.
July 19, 2021
Schwab Trading Platform Outage Annoys InvestorsCertain online functionality was unavailable to at least some investors on Monday morning, the firm said.
July 16, 2021
SEI Restructures Advisor BusinessThe development follows the TAMP's March 31 acquisition of Oranj's technology platform.
July 15, 2021
Envestnet, Dynasty Report Strong Demand for ASx Platform: Tech RoundupAlso, AltsAxis launched an alternative investment platform and social network.
July 15, 2021
Apex Reshuffles Management, Rothschild DepartsTricia Rothschild is leaving her role as president ahead of the firm's expected $4.7 million initial public offering.