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.
Regtech Firm ComplySci Gets $120M in Funding: Tech Roundup
By Jeff BermanAlso, Onramp Invest joins Visa's Fintech Fast Track program.
June 02, 2021
What the Life Settlement Industry Can Learn From the NFT CrazeThe author makes the case the life insurance policies can be as difficult to value as fine art.
June 02, 2021
Social Media Sparks Teens' Interest in Finances, InvestingThe GameStop frenzy stoked a lot of investing interest among teens, a Wells Fargo survey found.
May 28, 2021
FINRA OKs Advisory Committee Term Limits, Adjusts CE FeesTerm limits for members of FINRA's 12 advisory committees are intended to promote diversity.
May 27, 2021
Gamification Offers Benefits, Risks to BDs and Clients: FINRAA FINRA panel also warned reps to be careful what they say in their social media posts.
May 27, 2021
E-Trade Enhances Bond Resources: Tech RoundupThe firm wants to make it easier to execute fixed income trades, find ideas and access educational content.
May 25, 2021
New ETF Invests in Grayscale Bitcoin TrustSimplify is "very pleased to be launching SPBC, ... providing a liquid, scalable way to add Bitcoin exposure to a portfolio," said CEO Kim.
May 25, 2021
Onramp Invest Launches Crypto Platform for RIAsInitial investors include Ritholtz Wealth Management. But challenges remain, including reluctance among advisors' insurance carriers, Onramp's CEO says.