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.
Schwab Robo-Advisor Hidden Fees Case Moves to Federal Court
By Dinah Wisenberg BrinThe lawsuit cites an SEC order last year requiring Schwab to pay nearly $187 million for misleading statements.
June 14, 2023
Apex Joins Growing List of Overnight Trading Service ProvidersSeveral top clients are already using Apex to access the 24/5 marketplace, the firm said.
June 08, 2023
Envestnet | Yodlee Signs Data Access Deal With American ExpressThe agreement will enhance digital finance management for American Express customers, the companies say.
June 08, 2023
The Trends Innovative Advisors Are Talking AboutThe fastest growing firms "rely the least on referrals," says Michael Kitces, which is driving the growth of new marketing tools today.
June 08, 2023
Former SEC Chair Jay Clayton: Regulators Can't Bow to TechWhile too much regulation is a bad thing, so is too little, argues former SEC Chair Jay Clayton.
June 08, 2023
Schwab Soups Up Direct Indexing for RIAsEnhancements include easier onboarding, a new RIA dashboard and increased ability to personalize investments, Schwab says.
June 07, 2023
The Wealth Management Trend Advisors Can't IgnoreA demand for more nimble and holistic planning is challenging advisors and driving interest in direct indexing.
June 06, 2023
Pershing X Launches New Wealth Management PlatformFirm leaders say the platform, called Wove, helps advisors connect all the components of a client's financial picture.