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.
Raymond James to Use J.P. Morgan's 55ip Tax-Smart Portfolio Tool
By John ManganaroThe broker-dealer is the first to use 55ip's technology across its full suite of managed account services.
October 10, 2023
Wells Fargo Customers Report Online Account Balance ProblemsThis isn't the first time lately that Wells Fargo customers reported account problems.
October 10, 2023
MOVEit Breach Suits Against Genworth, TIAA and Others Head to BostonJudge Allison Burroughs will oversee pretrial proceedings for about 100 federal cases linked to the cyberattack.
October 04, 2023
Fidelity Investors Report Trading Platform OutageInvestors had problems with options trading on the site this morning, social media posts indicated.
October 03, 2023
Robo Portfolios Vary Widely for Same Client Profile: MorningstarSome robo-advisors, however, suggested identical allocations for two hypothetical clients with different goals and timelines.
October 02, 2023
Chase Bank Customers Report Account Glitches, AgainChase customers reported account issues, including trouble with debit card transactions.
October 02, 2023
Envestnet, Orion Cutting JobsEnvestnet cited "macroeconomic headwinds," while Orion said it was culling "duplicative" roles after acquisitions.
September 29, 2023
Truist Customers Report Online Banking OutageCustomers of the seventh largest U.S. bank reported problems logging onto its website and mobile app.