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.
UBS to Buy Wealthfront for $1.4B
By Marion HalftermeyerThe robo-advisor deal may bring more than $27 billion in assets under management and over 470,000 clients in the U.S. to the Swiss-based firm.
January 13, 2022
Riskalyze Adds Tricia Rothschild to Board: Tech RoundupAlso, Redtail Technology opens its text messaging platform to all advisors.
January 13, 2022
How One Investor Beat Robinhood in FINRA FightThe unprecedented victory will likely create a "headache" for Robinhood, law professor Benjamin Edwards says.
January 11, 2022
10 Big Changes Reshaping Wealth Management in 2022Advisors looking to gain momentum should watch these trends in practice management and investing, Aite-Novarica reports.
January 07, 2022
Robinhood Ordered to Repay Investor Hurt by Trading RestrictionsA FINRA arbitrator ruled in favor of an investor who alleged losses due to restrictions Robinhood placed on GameStop and other stocks last year.
January 06, 2022
Ex-TD Ameritrade Exec Joins Robinhood: Tech RoundupAlso, SEI dealt a death blow to paper-based onboarding for indie advisors on its platform.
January 05, 2022
Why Cash Flow Planning Is the Advice Clients WantGeneric retirement planning is no longer the answer.
January 05, 2022
Vanguard Outage Points to Broader Customer Service WoesThe firm's handling of its recent snafu has prompted calls for it to improve communications and boost its tech.