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.
iCapital to Acquire AI-Based AltExchange
By Dinah Wisenberg BrinThe deal should enhance iCapital's data solutions capabilities for advisors and HNW clients, says the firm, led by Lawrence Calcano.
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.