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.
LPL Rolls Out New Model Wealth Portfolio Platform Feature: Tech Roundup
By Jeff BermanAlso, UBS launches its fourth Future of Finance Challenge, an open competition for fintech startups and tech entrepreneurs.
June 30, 2021
Robinhood Hit With FINRA's Biggest-Ever PenaltyThe record fine and restitution, totaling about $70 million, reflect "the scope and seriousness of the violations," FINRA says.
June 24, 2021
Envestnet's Dani Fava: Why Entry of Apple, Amazon Into Finance Would Be Good for AdvisorsThese firms are positioned to "finally get into our space and really disrupt it," but that's not bad news, she says.
June 24, 2021
State Street to Implement Machine Learning: Tech RoundupAlso, CI Financial led a funding round for a fintech firm.
June 23, 2021
Schwab to Launch Digital Account Onboarding for Advisors in JulyThe enhancement is part of a "second major wave" of digital capabilities and Schwab is already working on a "third phase" of its plan, it says.
June 17, 2021
RobustWealth's Closure 'a Shame,' but Not a Surprise, Techies Say"When an insurance company purchases a wealthtech firm, there is often a culture clash," says T3 head Joel Bruckenstein.
June 17, 2021
Envestnet | Yodlee Launches Enhanced Developer Portal: Tech RoundupAlso, Riskalyze and RightCapital deepen their integration.
June 15, 2021
Legendary Ex-Fraudster Says Colonial Pipeline Attack Could Have Been AvoidedFrank Abagnale of "Catch Me if You Can" fame tells ThinkAdvisor how financial firms can prevent ransomware attacks.