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 Eyes Spot Crypto Trading Once Regulations Change
By Paige Smith“I have not bought crypto, and now I feel silly,” said incoming CEO Rick Wurster.
November 21, 2024
SEC Chair Gensler to Step DownHis exit on Jan. 20 means the SEC could be led by either Hester Peirce or Mark Uyeda.
November 20, 2024
10 Best Performing Robo-Advisors: Q3 2024Two recent platform closures show the difficulty in profiting from automated advice for the masses, Condor Capital says.
November 20, 2024
Advyzon Launches Portfolio Management Platform for UHNW ClientsThe solution, dubbed Auria, combines enhanced portfolio management and performance reporting with a new client interface.
November 19, 2024
Orion-Schwab Integrations Include Direct RMD CalculationsThe firms unveiled enhanced functionality and workflows within Schwab Advisor Services.
November 19, 2024
Robinhood to Buy TradePMR for $300M in RIA PushThe aim of the deal is to challenge Schwab and Fidelity in the fast-growing wealth management space.
November 18, 2024
Schwab to Consider More DealsNoting the Ameritrade acquisition and the firm's Dynasty stake, Schwab's leaders say they'll keep looking for opportunities.
November 18, 2024
Dynasty Financial Launches TAMPThe Model Select offering enables members of Dynasty's independent RIA network to outsource investment management.