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.
VIPs Are Venturing Into Crypto, but Many Advisors Still Hesitate
By Jeff BermanWhile the new Onramp platform and big-name backers like Ritholtz Wealth could help attract RIAs to crypto, many are not convinced.
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.
July 15, 2021
Envestnet, Dynasty Report Strong Demand for ASx Platform: Tech RoundupAlso, AltsAxis launched an alternative investment platform and social network.
July 15, 2021
Apex Reshuffles Management, Rothschild DepartsTricia Rothschild is leaving her role as president ahead of the firm's expected $4.7 million initial public offering.
July 14, 2021
UBS, Envestnet and iCapital Team Up on New Alternatives ExchangeEnvestnet will launch the exchange to help UBS clients invest in alternatives including hedge funds and real estate.
July 08, 2021
6 Things We Learned From Robinhood's IPO FilingFor one thing, Chief Legal Officer Dan Gallagher is making a lot more than he did as an SEC commissioner.