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 Unveils New Digital Experiences For Next-Gen Investors: Tech Roundup
By Jeff BermanAlso, iCapital has introduced structured investments via Envestnet's platform.
April 18, 2023
Betterment to Pay $9M SEC Fine for Tax Loss Harvesting MisstatementsTechnical issues cost 25,000 clients a total of $4 million in tax savings, the regulator said.
April 17, 2023
New Nominations Deadline for LUMINARIES 2023 AwardsThinkAdvisor's recognition program is accepting nominations through April 25. There's no cost to participate.
April 14, 2023
TD Ameritrade Site Outages Anger ClientsBefore the issues were resolved Friday, a client had tweeted: "I can't access TD Ameritrade. ... It worked fine yesterday."
April 13, 2023
Altruist Raises $112M to Take on Schwab, Fidelity: Tech RoundupFunding came from Insight Partners and Adams Street Partners, plus Bill McNabb, Ron Carson and Marty Bicknell.
April 13, 2023
Best & Worst Firms for Self-Directed Investors: J.D. Power, 2023A poll finds most DIY investors, including those seeking guidance from advisors, don't understand how technology manages portfolios.
April 11, 2023
Should Your RIA Add a Custodian?Regardless of its size, your RIA could benefit from a multi-custodial system.
April 06, 2023
Robinhood Hit With $10M Fine Over Platform OutagesRegulators in seven states pushed for the settlement after numerous investors had trouble trading in March 2020.