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.
PNC Bank Customers Report Missing Balances, Access Problems
By Dinah Wisenberg BrinSocial media users reported zero balances and the inability to use bank cards.
July 27, 2023
AdvicePay Names New CEOAlex Sauickie succeeds co-founder Alan Moore; he is a veteran fintech exec and a New Jersey assemblyman.
July 26, 2023
SEC Floats New Rules on Digital Nudges, RobosBroker-dealers and advisors could be required to address conflicts of interest associated with AI and predictive data analytics.
July 26, 2023
Elon Musk Wants Twitter to Take On Jamie DimonMusk sees Twitter becoming a financial services hub. But history suggests he faces an uphill battle.
July 19, 2023
What Does ChatGPT Mean for Your Advisory Firm?An upcoming ThinkAdvisor webcast will dive into all things advisor tech, from artificial intelligence to turnkey asset management.
July 19, 2023
Insurance Regulators Wrestle With AI SupervisionAn NAIC panel wants insurers to monitor vendors' systems as well as their own.
July 19, 2023
Meet the 2023 LUMINARIES JudgesThese 17 industry experts recently reviewed the Class of 2023 Finalists in four award categories.
July 13, 2023
Meet the LUMINARIES Class of 2023 FinalistsOur judging panel is reviewing the list, and the winners will be announced Nov. 28 at our New York gala.