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 Shakes Up Exec Team; Bernie Clark Steps Down
By Janet LevauxJon Beatty, now COO of Advisor Services, will take the helm of the unit on June 28.
May 13, 2024
BlackRock Takes Minority Stake in Advisor Marketing StartupLacy Garcia's Willow will use the funds to offer "Advisor for Women" and "Advisor for NextGen" certificates.
May 13, 2024
Envestnet, Salesforce Plan New Integrations for AdvisorsSalesforce Financial Services Cloud users will have direct access to the MoneyGuide planning program within their central CRM.
May 13, 2024
E-Trade Customers Report Platform OutageThousands of users reported login issues Monday with the online brokerage owned by Morgan Stanley.
May 10, 2024
Schwab Shuts TD Ameritrade Platforms for GoodThe migration of the remaining 1.8 million TDA accounts will be completed this weekend.
May 09, 2024
Best & Worst Online Direct Banks: J.D. Power, 2024Frequent delays in resolving customer complaints were a sticking point, the research group found.
May 06, 2024
Focus Financial to Merge RIAs Buckingham, Colony GroupBuckingham CEO Adam Birenbaum will lead the combined RIA; Colony CEO Michael Nathanson recently became chief of Focus.
May 03, 2024
Altruist Hits $1.5B Valuation After Latest Funding RoundThe startup custodian for independent RIAs has raised over $450 million total.