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.
FINRA Fines Osaic Wealth, Securities America Over Cyber Breaches
By Melanie WaddellThe breaches compromised the personal data of more than 32,000 clients, FINRA says.
March 12, 2024
Apex Acquires Automated RebalancerAdvisorArch automates previously time-consuming processes that are key to client service, according to the fintech provider.
March 11, 2024
E-Trade Site Problems Reported on Social MediaE-trade investing platform users reported slow order processing and, in one case, a blank account value.
March 07, 2024
RFG Advisory Hires Abby Salameh as Top Growth ExecThe growing RIA platform provider also brought on Brendan Frazier and Kenneth J. Kim in C-level roles.
March 07, 2024
Orion Taps CAIS Alts Investment PlatformThe deal will give Orion's Wealth Advisory and OCIO clients access to private equity, debt and real estate products.
March 06, 2024
Advyzon Taps Schwab Veteran to Lead New UnitKartik Srinivasan will focus on developing offerings that cater to the growing needs of advisors serving more complex clients.
March 04, 2024
Fidelity Says Vendor Breach Affected Over 28,000 Life CustomersThe records taken could include bank account and routing numbers as well as Social Security numbers.
March 04, 2024
Coinbase Users See Zero Balances Again as Bitcoin Nears RecordLast week, users of the popular cryptocurrency exchange experienced errors in buying and selling.