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.
Robo Portfolios Vary Widely for Same Client Profile: Morningstar
By Dinah Wisenberg BrinSome robo-advisors, however, suggested identical allocations for two hypothetical clients with different goals and timelines.
September 29, 2023
Truist Customers Report Online Banking OutageCustomers of the seventh largest U.S. bank reported problems logging onto its website and mobile app.
September 28, 2023
Schwab Launches Online Inheritance HubThe center aims to help investors handle paperwork digitally and gives them access to dedicated estate professionals.
September 27, 2023
FireLight's Parent Acquires Tech PlatformHexure appears to have enthusiastic backing from THL.
September 26, 2023
AssetMark to Pay $18.3M Over Revenue SharingThe SEC says the firm didn't disclose conflicts of interest tied to its cash sweep program and payments from some custodians.
September 26, 2023
Future Proof Wealth Festival Returns With GustoThe SoCal event drew a large crowd of advisors, asset managers, fintech VIPs, sports pros and music artists.
September 25, 2023
Schwab Call Center Woes Plague RIAs After TD Ameritrade Move"I can tell you the company line from Schwab is very misleading," one advisor said.
September 25, 2023
Colorado Regulators Approve Life Insurance AI RulesThe new regulation will also affect any other use of external data and analytical tech.