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.
JPMorgan to Unplug Its Robo-Advisor, Citing Weak Demand
By Dinah Wisenberg BrinAutomated investing hasn't become profitable for many in the industry, "including us," the company said.
December 01, 2023
Fidelity Customers Face Issues With Trading Site, AppsThe investment firm acknowledged issues with its mobile apps, trading platform and website.
November 30, 2023
CAIS, Pershing Expand Alternatives CollaborationThe offering provides access to alternative investments via CAIS with no transaction fees for Pershing clients' funds.
November 30, 2023
Meet the 2023 LUMINARIES WinnersWe recognized this year's winners at our third annual gala, held Tuesday at Gotham Hall in New York.
November 29, 2023
Next-Gen Advisors Upbeat on AI: SurveyFor younger financial pros, adoption of the generative technology has been fast and far-reaching.
November 29, 2023
Munger's Top One-Liners on Business, Life and MoreCharlie Munger's blunt style differed greatly from the more folksy style of Berkshire Hathaway partner Warren Buffett.
November 21, 2023
Schwab System Quirk Could Create RMD Headaches for Former TD ClientsAdvisors who recently moved to Schwab should check on their clients' monthly withdrawals, an advisor warns.
November 16, 2023
Ramaswamy Calls for Gutting SEC, Deregulating CryptoThe Strive Asset Management chairman and 2024 Republican presidential candidate wants a 75% reduction of the federal workforce.