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.
10 Best Robo-Advisors: Q2 2023
By Dinah Wisenberg BrinCondor Capital Wealth Management considers performance, features, costs and access to live advisors.
August 17, 2023
Onramp Bought by Digital Assets Firm SecuritizeThe deal will give RIAs easy access to alternative investments, the firms say.
August 16, 2023
Fidelity System Outage Irks InvestorsThe firm fixed what it called a "temporary issue" after investors complained they couldn't access their trading accounts.
August 15, 2023
New York Life Joins MOVEit Breach Notice ListOverall, the breach may have exposed the data of more than 41 million people and 677 organizations worldwide.
August 15, 2023
Ex-Vanguard CEO Joins VC Firm as AdvisorWilliam McNabb already serves on the boards of Venrock portfolio companies Altruist and Vanilla; he also has invested in both firms.
August 14, 2023
Schwab-TD Deal Unlikely to Unravel Due to Biden's Draft Merger Guideline"Unwinding mergers after the fact is exceedingly difficult," a Georgetown antitrust expert said.
August 08, 2023
TIAA Hit With Class-Action Suit Over MOVEit HackTIAA failed to protect some 2.3 million customers' personal data from the MOVEit hack, according to the suit.
August 08, 2023
New IRS Crypto Ruling Can Save Your Clients MoneySome clients with income from crypto staking may have paid taxes prematurely.