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 Clients Irate Over Website, App Problems
By Dinah Wisenberg BrinOn Downdetector, clients said trading accounts showed no positions or their accounts seemed to be "hidden."
August 28, 2023
Chase Trading Glitches Reported, Firm Says Problem ResolvedClients reported they couldn't complete trades, with one complaining he was out thousands of dollars.
August 24, 2023
Wells Fargo Customers Report Account Outages — AgainBank retail clients reported problems using their bank debit cards and transferring funds, for instance.
August 24, 2023
Last-Minute Steps for TD Advisors as Schwab Integration Closes InBig mergers are never without hiccups, so know who to call, says F2 Strategy CEO Doug Fritz.
August 24, 2023
Schwab, TD Ameritrade Hit With Class-Action Suit Over MOVEit HackSchwab and TD waited nine weeks before telling the 61,000 affected customers about the breach, the suit says.
August 22, 2023
10 Best Robo-Advisors: Q2 2023Condor Capital Wealth Management considers performance, features, costs and access to live advisors.
August 21, 2023
6 Schwab Integration Worries of TD Ameritrade Advisors: Advisors' AdviceAdvisors air their remaining fears as the final move to the Schwab platform approaches.
August 21, 2023
MOVEit Hack Hit These Life, Annuity and Retirement FirmsThese data breaches affected at least 26 million people, and the list is growing.