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.
Fidelity Customers Face Issues With Trading Site, Apps
By Dinah Wisenberg BrinThe investment firm acknowledged issues with its mobile apps, trading platform and website.
November 29, 2023
Next-Gen Advisors Upbeat on AI: SurveyFor younger financial pros, adoption of the generative technology has been fast and far-reaching.
November 29, 2023
Munger's Top One-Liners on Business, Life and MoreCharlie Munger's blunt style differed greatly from the more folksy style of Berkshire Hathaway partner Warren Buffett.
November 21, 2023
Schwab System Quirk Could Create RMD Headaches for Former TD ClientsAdvisors who recently moved to Schwab should check on their clients' monthly withdrawals, an advisor warns.
November 16, 2023
Ramaswamy Calls for Gutting SEC, Deregulating CryptoThe Strive Asset Management chairman and 2024 Republican presidential candidate wants a 75% reduction of the federal workforce.
November 14, 2023
Envestnet and Empower Launch 401(k) Planning PlatformThe package combines fiduciary guidance and investment due diligence with personalized communications and investments.
November 14, 2023
Social Media Posts Indicate Possible E-Trade GlitchSocial media users reported problems trying to use E-Trade as the market climbed.
November 10, 2023
World's Biggest Bank Has to Trade Via USB Stick After HackThe cyberattack is suspected to be the work of the gang Lockbit and has hit other financial firms.