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.
How Orion Picked Natalie Wolfsen to Be CEO
By Jane Wollman RusoffCharles Goldman, Orion's executive board chairman, tells ThinkAdvisor what's next for the firm and its new leader.
October 16, 2023
New Platform Promises 'Near-Perfect' Social Security PlanningThe RSSA Roadmap will be a powerful tool in the hands of financial planners, Martha Shedden says.
October 16, 2023
Schwab Adds TD Ameritrade's Thinkorswim to New Trading PlatformThe platform will be offered "alongside extensive trading education and specialized service," the firm said.
October 16, 2023
Raymond James to Use J.P. Morgan's 55ip Tax-Smart Portfolio ToolThe broker-dealer is the first to use 55ip's technology across its full suite of managed account services.
October 13, 2023
Capital One Banking Customers Report Missing Deposits, Login IssuesCapital One's customer service account on X said the bank's tech team was working to fix a known issue.
October 13, 2023
Citi Customers Report App, Website ProblemsCiti tweeted that its site was experiencing a technical issue and it was working to fix it.
October 10, 2023
Wells Fargo Customers Report Online Account Balance ProblemsThis isn't the first time lately that Wells Fargo customers reported account problems.
October 10, 2023
MOVEit Breach Suits Against Genworth, TIAA and Others Head to BostonJudge Allison Burroughs will oversee pretrial proceedings for about 100 federal cases linked to the cyberattack.