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.
Wells Fargo Customers Report Online Account Balance Problems
By Dinah Wisenberg BrinThis isn't the first time lately that Wells Fargo customers reported account problems.
October 03, 2023
Robo Portfolios Vary Widely for Same Client Profile: MorningstarSome robo-advisors, however, suggested identical allocations for two hypothetical clients with different goals and timelines.
October 02, 2023
Chase Bank Customers Report Account Glitches, AgainChase customers reported account issues, including trouble with debit card transactions.
October 02, 2023
Envestnet, Orion Cutting JobsEnvestnet cited "macroeconomic headwinds," while Orion said it was culling "duplicative" roles after acquisitions.
September 29, 2023
Truist Customers Report Online Banking OutageCustomers of the seventh largest U.S. bank reported problems logging onto its website and mobile app.
September 28, 2023
Schwab Launches Online Inheritance HubThe center aims to help investors handle paperwork digitally and gives them access to dedicated estate professionals.
September 27, 2023
FireLight's Parent Acquires Tech PlatformHexure appears to have enthusiastic backing from THL.
September 26, 2023
AssetMark to Pay $18.3M Over Revenue SharingThe SEC says the firm didn't disclose conflicts of interest tied to its cash sweep program and payments from some custodians.