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.
Here's Why Schwab Continues to Lose TD Advisory Assets
By Janet LevauxIn August, its core net new assets fell 64% from July to $4.9 billion; they dropped 89% year over year.
September 13, 2023
Tifin Gives Small Firms Free Access to Investing Platform Through FPAFPA members with less than $100 million in AUM can use Tifin's investing and planning tools at no charge.
September 12, 2023
LUMINARIES 2023 Finalists: Financial & Investment Innovation — Firms, Group 2These firms have created unique products, services and processes that meet advisors' and investors' latest needs.
September 10, 2023
Orion Taps AssetMark CEO to Replace Eric ClarkeWhen Natalie Wolfsen joins the firm in mid-October, Clarke will take on a "supporting leadership role."
September 07, 2023
Here's Why RIAs Should Add Banking Services: Flourish CEOWirehouses and robos are looking to lure RIAs' clients away with bank-like offerings, Max Lane said.
September 07, 2023
One Bizarre Blip From the Schwab-TD Ameritrade IntegrationAfter the move, a client said he found himself with access to an unknown couple's $4 millon trust.
September 06, 2023
Court's Bitcoin ETF Ruling Isn't a Slam DunkWhile the court ruled for Grayscale, it didn't order the SEC to approve a spot bitcoin ETF.
September 05, 2023
No Big Issues With TD Ameritrade Integration: Schwab"This weekend, we moved [over] 7,000 advisor firms ... to [our], platform," said Schwab Advisor Services' Bernie Clark.