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.
SEC Set to Let Wall Street Keep Payment-for-Order-Flow Deals
By Lydia Beyoud and Katherine DohertyThough the news is a win for brokerages like Schwab and Robinhood, the firms may still face tough new regulations.
September 15, 2022
Fidelity, Schwab Among Backers of New Crypto ExchangeEDX Markets will start limited trading of spot, crypto tokens in November, with an official launch set for January.
September 14, 2022
XRP Tokens Caught in Crypto Oversight Crosshairs: SEC RoundupAttorney John Deaton says the SEC's jurisdictional "land grab" of crypto will affect XRP token holders.
September 13, 2022
How Does Congress Feel About Crypto? Ric Edelman Asks Rep. Jim HimesThe Connecticut congressman discusses the need for a central bank digital currency and for federal regulation of crypto.
September 12, 2022
Ric Edelman Takes Stake in Financial Planning Engagement PlatformThe latest funding win for Lumiant follows a $3 million investment by strategic investor Savant Wealth Management.
September 09, 2022
Former E-Trade CEO Tapped to Lead VestmarkKarl Roessner replaces Mike Blundin, who is now president and COO.
September 08, 2022
Grantham's GMO Launches Platform to Streamline Client Portfolio CustomizationThe platform is intended to help advisors ensure clients can access the financial resources they need, when they need them.
September 08, 2022
SEC Chief Renews Vow to Crack Down on Crypto Industry Rule-BreakersCrypto investors deserve the same protections as investors in other securities, Gary Gensler said.