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.
Why Bitcoin Hasn't Hit $100K Yet, and Why That Doesn't Spell Doom
By Ric EdelmanYes, there is a big short position out there, but it's because hedge fund managers are very smart people.
June 26, 2024
Pru, TIAA, State Street Put $5M in 401(k) Plan Annuity Tech FirmMicruity, which connects asset managers with insurers, also counts Pacific Life and Western & Southern as backers.
June 26, 2024
Orion Rolls Out Menu of Stand-Alone Tech ServicesRisk and compliance supervision services are now being offered à la carte; soon, its trading platform will be.
June 25, 2024
Vanguard Clients Report Login TroubleVanguard website users complained that they couldn't log into their accounts and trade.
June 25, 2024
Vanguard Adds Short-Term Planning to Robo, Hybrid ServicesClients will be able to plan for goals less than 18 months away starting July 9.
June 24, 2024
Troublemakers, Be Warned: AI Is WatchingSmarsh CEO Kim Crawford Goodman tells ThinkAdvisor how new tools can help firms spot bad actors.
June 21, 2024
State Street Global Advisors Taps Schwab Exec as COOJames Ferrarelli has served as chief information officer for Schwab's wealth and asset management divisions.
June 20, 2024
MOVEit Cyberattack Suits Could Get a FrameworkThe data security breach affected more than 26 million users' life insurance, annuities and retirement savings programs.