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 Makes More Thinkorswim Enhancements: Tech Roundup
By Jeff BermanAlso, Schwab Advisor Services introduces new enhancements to its onboarding capabilities.
July 06, 2022
First Trust Capital Buys Direct Indexer VeritiFirst Trust works with about $203 billion of assets, while Veriti has about $1 billion on its platform.
July 06, 2022
Barred Broker Who Did Merrill Stint Indicted in $100M Crypto ScamJoshua David Nicholas and two other defendants were charged with conspiracy to commit wire fraud and securities fraud.
July 05, 2022
Scott MacKillop: The SEC Warning TAMPs Don't Want to Talk AboutSEC is increasing scrutiny of TAMP selection, so choose carefully, the First Ascent Asset Management CEO warns.
June 30, 2022
Ric Edelman's Digital Asset Group Offers Course to Flourish Crypto Users: Tech RoundupAlso, Advisor360° enhances its existing beneficiaries capability for advisors.
June 29, 2022
DOL's Rollover Reckoning Opens Doors for AdvisorsThe new rollover rule taking effect Friday presents a significant opportunity to stand out in the marketplace.
June 28, 2022
Crypto's Crash Isn't Just About CryptoYes, crypto prices are down, but those pointing at Bitcoin's volatility should look at what's happened to stocks.
June 28, 2022
Tyrone Ross Left Onramp Over 'Co-Founder Drama.' Here's What He's Doing Next.Ross tells ThinkAdvisor about leaving Onramp, his new RIA and tech startup, and why he's still a "crypto hippie."