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.
Commonwealth to Open, Hire Staff for New Home Office
By Jeff Berman | Janet LevauxThe expansion comes as other big firms close offices and conduct layoffs.
October 18, 2023
TD Bank Customers Report Missing Direct Deposits: 'Where Is Our Money?'Customers reported missing paychecks and Social Security payments.
October 17, 2023
BNY Mellon's Pershing Expands Clearing Deal With Lincoln InvestmentLincoln also selected Pershing X's Wove wealth management platform to provide tech solutions to advisors.
October 16, 2023
New Platform Promises 'Near-Perfect' Social Security PlanningThe RSSA Roadmap will be a powerful tool in the hands of financial planners, Martha Shedden says.
October 16, 2023
Schwab Adds TD Ameritrade's Thinkorswim to New Trading PlatformThe platform will be offered "alongside extensive trading education and specialized service," the firm said.
October 16, 2023
Raymond James to Use J.P. Morgan's 55ip Tax-Smart Portfolio ToolThe broker-dealer is the first to use 55ip's technology across its full suite of managed account services.
October 13, 2023
Capital One Banking Customers Report Missing Deposits, Login IssuesCapital One's customer service account on X said the bank's tech team was working to fix a known issue.
October 13, 2023
Citi Customers Report App, Website ProblemsCiti tweeted that its site was experiencing a technical issue and it was working to fix it.