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.
Bank of America Overhauls Mobile App
By Dinah Wisenberg BrinThe updated app provides a new platform that consolidates five BofA apps, including banking and investing.
March 20, 2024
Focus Financial Taps Flourish for Held-Away Cash ManagementFlourish already works with several firms affiliated with Focus Financial, including Buckingham Strategic Wealth and The Colony Group.
March 19, 2024
3 Key Elements for Successful Succession PlanningBy embracing collaboration, adaptation and mentorship, financial advisors can navigate the succession gap with resilience.
March 19, 2024
Fidelity Customers Report Login TroubleFidelity acknowledged the problem and offered troubleshooting steps.
March 15, 2024
Wall Street's Model-Portfolio Boom May Hit $11T by 2028Exchange-traded funds are seen as a key driver of that growth, according to Broadridge's Andrew Guillette.
March 15, 2024
FINRA Fines Osaic Wealth, Securities America Over Cyber BreachesThe breaches compromised the personal data of more than 32,000 clients, FINRA says.
March 14, 2024
Schwab Sees Bounce in February ResultsNet new assets surged 114% from January but were down 24% from a year earlier.
March 13, 2024
Vanilla Rolls Out Estate Plan VisualizerThe tool, Scenarios, enables advisors to visualize potential federal and state estate tax mitigation strategies in real time.