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.
SEC's Coinbase Lawsuit Heralds Deepening Crypto Crackdown
By Austin Weinstein, Allyson Versprille & Muyao ShenCoinbase for years evaded its rules by letting users trade crypto tokens that were actually unregistered securities, the regulator says.
May 30, 2023
JPMorgan Building ChatGPT-Like Investment ToolIndexGPT will use AI-driven software "for analyzing and selecting securities tailored to customer needs," a trademark filing says.
May 24, 2023
Ritholtz Wealth Launches New Robo Wealth ManagerThe new service, Good Advice, has a minimum investment level of $15,000.
May 24, 2023
Atria Division Signs Wealth Management Deal With Harvard Credit UnionCUSO Financial Services will provide tools including a portal and app.
May 23, 2023
Who Will Be Orion's Next CEO?While there are two strong internal candidates, an outsider isn't out of the question, fintech experts say.
May 22, 2023
Orion CEO Set to RetireEric Clarke, who founded the firm in late 1999, will continue to serve on its board.
May 22, 2023
The SEC Chair Wants to Kill Crypto. He Can't.Gary Gensler's condescending treatment of the crypto industry will merely drive innovation out of the U.S.
May 18, 2023
10 Best Performing Robos in a Rocky YearAll of these portfolios were in the red, but they beat their benchmarks, according to the Robo Report.