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 Adds TD Ameritrade's Thinkorswim to New Trading Platform
By Jeff BermanThe platform will be offered "alongside extensive trading education and specialized service," the firm said.
October 13, 2023
Citi Customers Report App, Website ProblemsCiti tweeted that its site was experiencing a technical issue and it was working to fix it.
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.