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.
One Bizarre Blip From the Schwab-TD Ameritrade Integration
By Jeff BermanAfter the move, a client said he found himself with access to an unknown couple's $4 millon trust.
September 01, 2023
All Eyes on Schwab: 8 Things Experts Are Watching on TD Integration WeekendWill the long-awaited final integration go smoothly? Advisors and others weigh in.
September 01, 2023
TIAA Hit With Second Class-Action Suit Over MOVEit HackTIAA inadequately maintained its network and failed to provide timely notice to some 2.4 million clients, the suit argues.
August 30, 2023
Fidelity Clients Irate Over Website, App ProblemsOn Downdetector, clients said trading accounts showed no positions or their accounts seemed to be "hidden."
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.