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.
Morningstar, Envestnet Launch Managed IRA Service
By John ManganaroThe IRA product will have no account minimum, allowing investors with lower balances to access personalized advice.
October 30, 2023
LUMINARIES 2023 Finalists: Executive Leadership — FirmsThese broker-dealers, RIAs and other financial services groups are making a difference through their unique initiatives.
October 30, 2023
LUMINARIES 2023 Finalists: Executive Leadership — Individuals, Group 1Here's how executives at BDs, consulting and educational groups and financial technology firms are changing the industry.
October 30, 2023
LUMINARIES 2023 Finalists: Community Impact — FirmsHere's how broker-dealers, RIAs and other financial-services groups are making a difference — locally and nationwide.
October 25, 2023
TD Ameritrade Customers Report Trading Platform Glitches"Markets tanking & the TD Ameritrade app is down," one user complained on X.
October 25, 2023
Fintech Firm CAIS Launches Alternative Investment PlatformThe web-hosted software was designed to centralize and streamline fund workflows for advisors.
October 25, 2023
Chase Customers Again Report Missing Money, Wrong BalancesChase online banking users complained that transfers from Venmo, CashApp, Uber and PayPal weren't showing in their accounts.
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.