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.
RBC Wealth Selects Broadridge Platform: Tech Roundup
By Jeff BermanTwo fintech executives also join Dynasty Financial Partners.
July 22, 2021
Onramp Invest Kicks Off Crypto Trading for Advisors: Tech RoundupAlso, ProNvest introduces a retirement fintech platform.
July 21, 2021
VIPs Are Venturing Into Crypto, but Many Advisors Still HesitateWhile the new Onramp platform and big-name backers like Ritholtz Wealth could help attract RIAs to crypto, many are not convinced.
July 20, 2021
N.J. Regulator Orders BlockFi to Stop Opening New AccountsThe New Jersey Bureau of Securities says the crypto firm's BlockFi Interest Accounts are unregistered securities.
July 20, 2021
Can't Explain Bitcoin? Your Clients Will Find an Advisor Who CanAn advisor who doesn't know about Bitcoin is becoming as irrelevant as an advisor who doesn't know about annuities.
July 19, 2021
SEC Shuts Down 'Artificial Intelligence Supercomputer' Investing ScamA mother and son said they would use the supercomputer to recommend investments in cryptocurrency and other assets, the SEC says.
July 19, 2021
Schwab Trading Platform Outage Annoys InvestorsCertain online functionality was unavailable to at least some investors on Monday morning, the firm said.
July 16, 2021
SEI Restructures Advisor BusinessThe development follows the TAMP's March 31 acquisition of Oranj's technology platform.