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.
Capital One Direct Deposit Problems Drag On Into Third Day
By Dinah Wisenberg BrinCustomers continued to report account trouble Friday, with an outage monitoring site logging 4,000 reports.
January 15, 2025
Consumers Report Citi App Outage, Credit Card IssuesCustomers said Citi's app was down, and some said they couldn't use their credit cards.
January 14, 2025
FP Alpha Releases Standalone Tax ServiceThe offering helps advisors optimize charitable giving, Roth conversions and other tax strategies.
January 14, 2025
Share of Advisors Using Crypto Doubled in 2024: SurveyTwenty-two percent of survey respondents said that they had allocated to digital currency in client accounts.
January 13, 2025
Robinhood to Pay $45M to Settle SEC ClaimsRobinhood "failed to observe a broad array of significant regulatory requirements," the SEC says.
January 13, 2025
New Focus Financial Partners Brand Spotlights ‘Hub’ StrategyThe architecture for the firm's advisory hubs, under the name Focus Partners, includes a redesigned website and logo.
January 10, 2025
Fake WisdomTree Execs Duped Over 1,000 Investors: LawsuitThe fraudsters falsely claimed they hosted a conference with Fidelity, Goldman, BlackRock and Vanguard, WisdomTree's lawsuit contends.
January 08, 2025
Private Markets Access Is a Must-Have for RIAs: OptoJake Miller, the platform's co-founder, advocates broadening the client base for high-quality private investments.