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.
1 in 6 Asset, Wealth Managers Likely Gone by 2027: PwC
By Michael S. FischerAccording to the survey, 73% of asset managers are considering a strategic consolidation with another asset manager.
June 26, 2023
Is the SEC's War on Crypto 'Regulation by Enforcement'?I asked the SEC's crypto enforcement chief to answer that question, and more.
June 22, 2023
18 Top Robo-Advisors Ranked From Worst to Best: MorningstarThe new Morningstar report suggests that the future of financial advising will be far from exclusively digital.
June 22, 2023
JPMorgan to Pay $4M Over 47 Million Deleted RecordsThe SEC alleges that JPMorgan Securities permanently deleted the electronic records, including emails and instant messages.
June 16, 2023
Schwab Robo-Advisor Hidden Fees Case Moves to Federal CourtThe lawsuit cites an SEC order last year requiring Schwab to pay nearly $187 million for misleading statements.
June 15, 2023
BlackRock Files for Bitcoin ETFCoinbase would act as custodian and the fund, should it launch, would trade on Nasdaq.
June 15, 2023
ICapital Launches 'One-Stop Shop' for Advisors Seeking Alt InvestmentsThe new iCapital Marketplace is designed to connect advisors with a broad array of asset managers and offerings.
June 14, 2023
Apex Joins Growing List of Overnight Trading Service ProvidersSeveral top clients are already using Apex to access the 24/5 marketplace, the firm said.