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.
Fidelity Customers Hit Login Trouble
By Dinah Wisenberg BrinDowndetector logged more than 10,000 problem reports for Fidelity around 11:20 a.m.
September 05, 2024
California DOJ Fines Robinhood $3.9M in First-Ever Crypto Enforcement ActionThe settlement marks the first public enforcement action by the state DOJ against a crypto company.
September 04, 2024
Bluespring Wealth Partners Names New PresidentPradeep Jayaraman is a former business development leader at Focus Financial.
September 04, 2024
Vanguard Chops Robo-Advisor Minimum to $100Vanguard said it aims to boost investor access to the Digital Advisor platform.
August 27, 2024
Advisors Are Afraid to Retire, and That's a ProblemBroken succession promises are creating a logjam at many firms, says Casey Jorgensen of Dynasty.
August 26, 2024
Customers Report Thinkorswim Outage at Market OpenUsers of the Schwab-owned trading site complained about trouble with the app.
August 22, 2024
Sky Is the Limit for Ambitious RIAs: Burt WhiteThe CEO discusses what's next for Carson Group and how advisors can break down barriers to growth.
August 22, 2024
Edward Jones Taps U.S. Bank for Client Checking and Credit ServicesEdward Jones' deepening relationship with U.S. Bank aims to enhance saving, spending and borrowing capabilities for clients.