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 Sees Bounce in February Results
By Dinah Wisenberg BrinNet new assets surged 114% from January but were down 24% from a year earlier.
March 11, 2024
E-Trade Site Problems Reported on Social MediaE-trade investing platform users reported slow order processing and, in one case, a blank account value.
March 07, 2024
RFG Advisory Hires Abby Salameh as Top Growth ExecThe growing RIA platform provider also brought on Brendan Frazier and Kenneth J. Kim in C-level roles.
March 07, 2024
Orion Taps CAIS Alts Investment PlatformThe deal will give Orion's Wealth Advisory and OCIO clients access to private equity, debt and real estate products.
March 06, 2024
Advyzon Taps Schwab Veteran to Lead New UnitKartik Srinivasan will focus on developing offerings that cater to the growing needs of advisors serving more complex clients.
March 04, 2024
Fidelity Says Vendor Breach Affected Over 28,000 Life CustomersThe records taken could include bank account and routing numbers as well as Social Security numbers.
March 04, 2024
Coinbase Users See Zero Balances Again as Bitcoin Nears RecordLast week, users of the popular cryptocurrency exchange experienced errors in buying and selling.
March 01, 2024
PNC Bank Customers Report Mobile Banking OutagePNC tech teams were working to fix the problem, while Truist customers also faced login troubles.