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.
FTX Collapse Could Wake Up Washington on Crypto Regs: SEC's Peirce
By Ric Edelman"I'm hoping these events can be a catalyst for us to get to work," the commissioner tells Ric Edelman.
December 13, 2022
Here Are the Wildest Parts of Bankman-Fried's SEC AllegationsThe FTX co-founder orchestrated a massive, years-long fraud, the SEC says.
December 08, 2022
Why the RIA Custody Business Is in PlayThe big custodians need scale to make profits, while rivals see the Schwab-TD deal as their chance to grab RIA clients.
December 07, 2022
J.P. Morgan Rolls Out Digital Money Coach, Remote AdviceThe bank's Personal Advisors unit has over 200 financial professionals who can be reached remotely and via eight locations nationwide.
December 06, 2022
Inheritors Plan to Seek Financial Advice When the Money Arrives: SurveyNearly 80% of Americans surveyed expect to work with an advisor after receiving an inheritance.
December 06, 2022
Robinhood Unveils IRAs With 1% Match, Opens WaitlistTools that can make retirement saving easier are often not available to the gig economy, Robinhood said.
December 06, 2022
Fidelity Taps Leaders for Advisor, Institutional BusinessesThe move is part of the firm's alignment of clearing and custody with its brokerage and technology operations.
December 05, 2022
10 Must-Dos for CFPs Who Advise Clients on CryptoThe CFP Board has released guidelines for advisors who counsel clients on crypto and related assets.