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.
TIAA Hit With Class-Action Suit Over MOVEit Hack
By Melanie WaddellTIAA failed to protect some 2.3 million customers' personal data from the MOVEit hack, according to the suit.
August 03, 2023
4 Things TD Ameritrade Advisors Should Do Before Schwab ConversionHere's what advisors should do before the final move over Labor Day weekend, according to industry experts.
August 03, 2023
Wells Fargo Customers Complain of Missing DepositsCustomers said deposits made in branches and remotely Wednesday had disappeared Thursday.
July 27, 2023
AdvicePay Names New CEOAlex Sauickie succeeds co-founder Alan Moore; he is a veteran fintech exec and a New Jersey assemblyman.
July 26, 2023
SEC Floats New Rules on Digital Nudges, RobosBroker-dealers and advisors could be required to address conflicts of interest associated with AI and predictive data analytics.
July 26, 2023
Elon Musk Wants Twitter to Take On Jamie DimonMusk sees Twitter becoming a financial services hub. But history suggests he faces an uphill battle.
July 19, 2023
What Does ChatGPT Mean for Your Advisory Firm?An upcoming ThinkAdvisor webcast will dive into all things advisor tech, from artificial intelligence to turnkey asset management.
July 19, 2023
Insurance Regulators Wrestle With AI SupervisionAn NAIC panel wants insurers to monitor vendors' systems as well as their own.