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.
August 26, 2024
Customers Report Thinkorswim Outage at Market OpenUsers of the Schwab-owned trading site complained about trouble with the app.
August 22, 2024
Sky Is the Limit for Ambitious RIAs: Burt WhiteThe CEO discusses what's next for Carson Group and how advisors can break down barriers to growth.
August 22, 2024
Edward Jones Taps U.S. Bank for Client Checking and Credit ServicesEdward Jones' deepening relationship with U.S. Bank aims to enhance saving, spending and borrowing capabilities for clients.
August 20, 2024
10 Best Robo-Advisors: Q2 2024The robo industry has reached a mature phase, with over $1 trillion in assets, according to Condor Capital.
August 20, 2024
Risks Are Piling Up for Firms' Cash Sweep Programs: ReportThe uptick in litigation and regulatory activities could entail higher costs, which might hurt advisor recruiting deals, an expert says.
August 20, 2024
Duran's Rise Growth Makes First RIA InvestmentIt is acquiring a minority stake in Bleakley Financial, which works with nearly $10 billion in assets and is based in Fairfield, New Jersey.
August 16, 2024
Stellex Capital, Communify Acquire FincentricFormer InvestCloud CEO John Wise now heads the newly formed comprehensive digital platform for financial institutions.
August 15, 2024
Hamilton Lane Tokenizes $5.6B FundThe fund is now accessible via a feeder fund located on the Polygon blockchain; its investment minimum is $20,000.
August 15, 2024
eMoney Expands Open API ProgramWealth firms can use the software for syncing and enriching client data, as well as for custom reporting.
August 14, 2024
$630M Advisor Team Joins Commonwealth From OsaicKrueger Financial Services has three advisors and is based in Tempe, Arizona.