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.
Future Proof Wealth Festival Returns With Gusto
By Timothy WelshThe SoCal event drew a large crowd of advisors, asset managers, fintech VIPs, sports pros and music artists.
September 22, 2023
Altruist Ends Portfolio Software Fee for AdvisorsThe custodian had been charging a monthly portfolio accounting fee of $1 per brokerage account.
September 22, 2023
TD Ameritrade Sued Again Over MOVEit Data BreachThe brokerage was negligent in using the MOVEit software despite security vulnerabilities, the plaintiff argues.
September 20, 2023
Chase Website Users Report Malware WarningOne screenshot indicated that Google Safe Browsing detected malware on chase.com.
September 15, 2023
Here's Why Schwab Continues to Lose TD Advisory AssetsIn August, its core net new assets fell 64% from July to $4.9 billion; they dropped 89% year over year.
September 14, 2023
Best & Worst Retirement Plan Digital Providers: J.D. Power, 2023Consumer satisfaction with retirement apps has increased but still lags significantly behind other industries, according to J.D. Power.
September 14, 2023
Dynasty Names Industry Veteran Its First Vice ChairmanAndrew Marsh's appointment was one of several executive changes Dynasty announced Thursday.
September 14, 2023
LUMINARIES 2023 Finalists: Thought Leadership & Education — Firms, Group 1These top industry programs are paving the way for advisors to better serve clients and grow their practices.