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.
RFG Advisory Hires Abby Salameh as Top Growth Exec
By Janet LevauxThe growing RIA platform provider also brought on Brendan Frazier and Kenneth J. Kim in C-level roles.
March 04, 2024
Fidelity Says Vendor Breach Affected Over 28,000 Life CustomersThe records taken could include bank account and routing numbers as well as Social Security numbers.
March 04, 2024
Coinbase Users See Zero Balances Again as Bitcoin Nears RecordLast week, users of the popular cryptocurrency exchange experienced errors in buying and selling.
March 01, 2024
PNC Bank Customers Report Mobile Banking OutagePNC tech teams were working to fix the problem, while Truist customers also faced login troubles.
February 29, 2024
10 Best Robo-Advisors: Q4 2023Robos have taken some hits recently over weak profits and regulatory woes, Condor Capital reports.
February 29, 2024
How Your Practice Can Benefit From a Subscription-Based ModelFlat fees can help advisors focus on existing clients and attracting new ones while adding services and technology.
February 28, 2024
First Advyzon Conference Highlights Tech Updates and MoreThe gathering focused on platform technology and included speeches by non-tech leaders, like Pixar's Mathew Luhn.
February 27, 2024
Orion Expands Access to DPL's Commission-Free Annuity MarketplaceAn expanded partnership gives thousands of RIAs direct access to annuities and other insurance products.