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 Scoops Up Mirador
By Dinah Wisenberg BrinThe acquisition means the alternative investments platform can expand its data management and performance reporting capabilities.
April 01, 2024
Square Outage Irks CustomersCustomers across the U.S. reported issues with the payments platform.
March 28, 2024
10 Trends Shaping Wealth Management in 2024As many investors look beyond prioritizing wealth preservation, wealth managers must get creative, according to Capgemini.
March 28, 2024
Bankman-Fried Sentenced to 25 Years in Prison Over FTX CollapseHe faced as long as 110 years behind bars after being convicted last year of seven offenses, including fraud and conspiracy.
March 27, 2024
New SEC Risk Alert Warns of T+1 TransitionExaminers will review whether and how RIAs have evaluated the impact of the settlement cycle change on their businesses.
March 27, 2024
SEC Updates Rules for Robo-AdvisorsThe changes better reflect the digital marketplace in 2024, said Gary Gensler, the agency's chairman.
March 25, 2024
Bank of America Overhauls Mobile AppThe updated app provides a new platform that consolidates five BofA apps, including banking and investing.
March 22, 2024
Dani Fava Is Leaving EnvestnetShe is moving to "a company well-placed to capitalize on emerging industry trends," she said on LinkedIn.