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.
Bankman-Fried Sentenced to 25 Years in Prison Over FTX Collapse
By Bob Van Voris, Chris Dolmetsch & Ava Benny-MorrisonHe faced as long as 110 years behind bars after being convicted last year of seven offenses, including fraud and conspiracy.
March 25, 2024
Bank of America Overhauls Mobile AppThe updated app provides a new platform that consolidates five BofA apps, including banking and investing.
March 22, 2024
Dani Fava Is Leaving EnvestnetShe is moving to "a company well-placed to capitalize on emerging industry trends," she said on LinkedIn.
March 21, 2024
Best & Worst Full-Service Wealth Management Firms Ranked by Investors — J.D. Power, 2024Overall investor satisfaction is up, but affluent millennials are getting antsy, the annual survey found.
March 20, 2024
Focus Financial Taps Flourish for Held-Away Cash ManagementFlourish already works with several firms affiliated with Focus Financial, including Buckingham Strategic Wealth and The Colony Group.
March 19, 2024
3 Key Elements for Successful Succession PlanningBy embracing collaboration, adaptation and mentorship, financial advisors can navigate the succession gap with resilience.
March 19, 2024
Fidelity Customers Report Login TroubleFidelity acknowledged the problem and offered troubleshooting steps.
March 15, 2024
Wall Street's Model-Portfolio Boom May Hit $11T by 2028Exchange-traded funds are seen as a key driver of that growth, according to Broadridge's Andrew Guillette.