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.
October 28, 2024
Robinhood Is Latest Firm to Be Sued Over Cash Sweep ProgramThe 0.01% interest rate for customers who don't pay a fee is a Reg BI violation, the suit claims.
October 25, 2024
Intelliflo Redblack Adds Wash Sale Alert ToolNew capabilities are designed to help financial advisors ensure compliance with IRS wash sale rules.
October 24, 2024
How to Close Fintech's Gender GapWith finance and tech both historically male-dominated professions, the pairing seems to amplify these challenges.
October 21, 2024
What Advisors Who Switch Firms Are Really Looking ForThere are two main motivations for making a move, recruiter Dave Glaser tells ThinkAdvisor.
October 18, 2024
Schwab to Replace Its Advisor Robo OfferingClient accounts must be moved from the Intelligent Portfolios platform to Ameritrade's iRebal by the fourth quarter of 2025.
October 18, 2024
SEC X Account's Alleged Hacker Arrested Over Fake Bitcoin ETF PostThe fake post, a day ahead of the approval of spot Bitcoin ETFs, caused the price of Bitcoin to surge.
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.