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.
MOVEit Hack Hit These Life, Annuity and Retirement Firms
By Allison BellThese data breaches affected at least 26 million people, and the list is growing.
August 15, 2023
New York Life Joins MOVEit Breach Notice ListOverall, the breach may have exposed the data of more than 41 million people and 677 organizations worldwide.
August 15, 2023
Ex-Vanguard CEO Joins VC Firm as AdvisorWilliam McNabb already serves on the boards of Venrock portfolio companies Altruist and Vanilla; he also has invested in both firms.
August 14, 2023
Schwab-TD Deal Unlikely to Unravel Due to Biden's Draft Merger Guideline"Unwinding mergers after the fact is exceedingly difficult," a Georgetown antitrust expert said.
August 08, 2023
TIAA Hit With Class-Action Suit Over MOVEit HackTIAA failed to protect some 2.3 million customers' personal data from the MOVEit hack, according to the suit.
August 08, 2023
New IRS Crypto Ruling Can Save Your Clients MoneySome clients with income from crypto staking may have paid taxes prematurely.
August 04, 2023
PNC Bank Customers Report Missing Balances, Access ProblemsSocial media users reported zero balances and the inability to use bank cards.
August 03, 2023
4 Things TD Ameritrade Advisors Should Do Before Schwab ConversionHere's what advisors should do before the final move over Labor Day weekend, according to industry experts.