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.
Schwab: TD Ameritrade Integration Costs Higher Than Expected
By Jeff BermanSchwab says the extra costs are due to changes in trading volume and its work toward improving the client experience.
April 16, 2021
Orion Closes HiddenLevers Deal: Tech RoundupAlso, Envestnet appointed Chris Shutler as head of market intelligence.
April 14, 2021
Coinbase Goes Public With Initial Valuation Topping $100BThe offering is a "defining moment" that paves the way for more institutional investors in crypto, an observer says.
April 14, 2021
Most JPMorgan, Stifel Employees to Return to OfficesIn recent letters to shareholders, the firms' CEOs stressed the importance of employees shifting away from remote work.
April 13, 2021
Betterment, SoFi Expand ServicesBetterment launched a no-fee joint checking product and its 401(k) service added a new partner. SoFi launched an auto loan refinancing service..
April 09, 2021
Pro Bono Financial Planning Surged in 2020, Group SaysGrantees and partners provided 27% more one-on-one advice sessions than in 2019, the foundation said.
April 08, 2021
Envestnet Acquires Harvest Savings & Wealth: Tech RoundupAlso, fintech firm fabe launches a SaaS application to help advisors value their firms for a sale.
April 06, 2021
FINRA Zooming In on Platform Outages, Suspicious Activity ReportsThe regulatory group also is looking at broker-dealer communications about digital assets in its exams, according to one executive.