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.
All Eyes on Schwab: 8 Things Experts Are Watching on TD Integration Weekend
By Jeff BermanWill the long-awaited final integration go smoothly? Advisors and others weigh in.
August 29, 2023
TD Ameritrade Hit With Class-Action Suit Over MOVEit HackThe suit was filed with less than a week to go before all TD client accounts move onto the Charles Schwab platform.
August 28, 2023
FINRA Issues Cybersecurity Alert Tied to FBI WarningThe warning involves threats to Barracuda Email Security Gateway appliances, including those with security patches.
August 28, 2023
Chase Trading Glitches Reported, Firm Says Problem ResolvedClients reported they couldn't complete trades, with one complaining he was out thousands of dollars.
August 24, 2023
Wells Fargo Customers Report Account Outages — AgainBank retail clients reported problems using their bank debit cards and transferring funds, for instance.
August 24, 2023
Last-Minute Steps for TD Advisors as Schwab Integration Closes InBig mergers are never without hiccups, so know who to call, says F2 Strategy CEO Doug Fritz.
August 24, 2023
Schwab, TD Ameritrade Hit With Class-Action Suit Over MOVEit HackSchwab and TD waited nine weeks before telling the 61,000 affected customers about the breach, the suit says.
August 22, 2023
10 Best Robo-Advisors: Q2 2023Condor Capital Wealth Management considers performance, features, costs and access to live advisors.