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.
TD Ameritrade Customers Report Trading Platform Glitches
By Dinah Wisenberg Brin"Markets tanking & the TD Ameritrade app is down," one user complained on X.
October 25, 2023
Schwab Poised to 'Navigate This Pain': CEO BettingerAt its Impact event, CEO Walt Bettinger addressed issues tied to interest rates and the TD Ameritrade integation.
October 24, 2023
Schwab to Add TDA's Model Market Center to Advisor PlatformPlus, Orion announces updates to its Schwab Advisor Services custodial integration at the start of Schwab's Impact event.
October 20, 2023
Commonwealth to Open, Hire Staff for New Home OfficeThe expansion comes as other big firms close offices and conduct layoffs.
October 18, 2023
Using Tech to Boost Retirement Savings and the Client Experience: TIAAThe retirement plan provider is undergoing "a massive technology transformation," client experience exec Jessica Austin Barker says.
October 18, 2023
How Orion Picked Natalie Wolfsen to Be CEOCharles Goldman, Orion's executive board chairman, tells ThinkAdvisor what's next for the firm and its new leader.
October 18, 2023
TD Bank Customers Report Missing Direct Deposits: 'Where Is Our Money?'Customers reported missing paychecks and Social Security payments.
October 17, 2023
BNY Mellon's Pershing Expands Clearing Deal With Lincoln InvestmentLincoln also selected Pershing X's Wove wealth management platform to provide tech solutions to advisors.