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.
What Advisors Who Switch Firms Are Really Looking For
By Jane Wollman RusoffThere are two main motivations for making a move, recruiter Dave Glaser tells ThinkAdvisor.
October 18, 2024
Foundation Source Buys Fintech Firm Powering CharityvestThe acquisition will help the charitable giving technology provider offer a fund platform with an improved user experience.
October 17, 2024
Robinhood to Give Investors Access to Futures, Index OptionsThe news follows a move by competitor Fidelity Investments to launch a revamped desktop platform for traders.
October 15, 2024
Commonwealth Rolls Out Tax Planning, Efficiency Tools for AdvisorsWayne Bloom says he likes to think of Commonwealth as a time merchant for advisors.
October 10, 2024
Fidelity Reports Data Breach Hitting 77,000 ClientsA third party opened two Fidelity accounts and used them to obtain customers' personal data, the company says.
October 08, 2024
Fidelity to Unveil Revamped Desktop-Trading PlatformThe new Active Trader Pro will feature faster processing speeds and a refreshed look.
October 07, 2024
Wells Fargo Client Sues Over Data BreachThe bank discovered the breach in July; a lawsuit alleges the it waited three months to notify customers.
October 04, 2024
LPL Closes Acquisition of Atria Wealth SolutionsThe firm said it expects to meet or exceed its 80% advisor retention goal.