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.
Schwab Launches Online Inheritance Hub
By Janet LevauxThe center aims to help investors handle paperwork digitally and gives them access to dedicated estate professionals.
September 26, 2023
Future Proof Wealth Festival Returns With GustoThe SoCal event drew a large crowd of advisors, asset managers, fintech VIPs, sports pros and music artists.
September 25, 2023
Schwab Call Center Woes Plague RIAs After TD Ameritrade Move"I can tell you the company line from Schwab is very misleading," one advisor said.
September 25, 2023
Colorado Regulators Approve Life Insurance AI RulesThe new regulation will also affect any other use of external data and analytical tech.
September 22, 2023
Altruist Ends Portfolio Software Fee for AdvisorsThe custodian had been charging a monthly portfolio accounting fee of $1 per brokerage account.
September 22, 2023
TD Ameritrade Sued Again Over MOVEit Data BreachThe brokerage was negligent in using the MOVEit software despite security vulnerabilities, the plaintiff argues.
September 20, 2023
Chase Website Users Report Malware WarningOne screenshot indicated that Google Safe Browsing detected malware on chase.com.
September 15, 2023
Here's Why Schwab Continues to Lose TD Advisory AssetsIn August, its core net new assets fell 64% from July to $4.9 billion; they dropped 89% year over year.