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.
June 11, 2024
Schwab Customers Fume Over Persistent Login ProblemsUsers of Schwab's thinkorswim app also experienced login issues.
June 10, 2024
Luminaries 2024 Nominations Are Now OpenOur expanded recognition program will accept nominations until July 17. There's no cost to participate.
June 06, 2024
Pershing X Updates Wealth Management PlatformThe features, including an interconnected client portal, were revealed at the firm's annual financial advisory conference.
June 05, 2024
Envestnet Launches Custom Strategies With 4 Big Asset ManagersBlackRock, Fidelity, Franklin Templeton and State Street Global Advisors will become partners in offering solutions for wealthy clients.
June 04, 2024
BNY Mellon, Pershing Launch Integrated Services at Insite ConferenceThe bundled offering aims to deliver comprehensive investment solutions to advisors, says distribution executive David DiPetrillo.
June 03, 2024
Annuity Issuer Unit Sues Majesco Over Agent Relations SoftwareF&G Life Business Services says it spent $8.3 million and received no new working tools.
June 03, 2024
Mercer Launches Private Markets PlatformClients will have access to high-growth companies, credit and other opportunities, the wealth management firm says.
May 29, 2024
How to Give Clients What They Really WantAdvisors who fail to do so will be "washed out," behavioral finance professor Meir Statman tells ThinkAdvisor.
May 29, 2024
Merrill Employee Error Causes Walmart 401(k) Data Breach"We are not aware of any misuse of the personal information disclosed," Merrill's parent said.
May 23, 2024
Best & Worst Performing Robo-Advisors in Q1Here are the top five, and bottom five, performers of the 37 accounts the Robo Report tracks.