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.
Orion Expands Pro Bono Role, Contributions
By Janet LevauxThe wealthtech firm now sponsors the Foundation for Financial Planning's online volunteer matching service.
January 26, 2023
Vestmark Adds 6 New SMA Strategies: Tech RoundupAlso, Financial Services Institute teams with Broadridge to introduce free Form CRS Video Guide for FSI members.
January 25, 2023
Advisors Bullish on Crypto, See Long-Term Price Rise: StudyFifteen percent of advisors surveyed say that they had allocated to cryptocurrency in client accounts in 2022.
January 25, 2023
NYSE Finds Culprit of Glitch That Caused Market ChaosOver 1,300 trades and some 84 stocks were affected and marked as "aberrant" yesterday, the exchange said.
January 24, 2023
IRS Sets Out New Digital Asset Filing Guidelines"All taxpayers must answer the question" on digital assets on their tax forms, the IRS states.
January 24, 2023
'Scared the Hell Out of Me': NYSE's Wild Start Rattles Wall StreetWells Fargo appeared to have crashed 15% when the market opened; Walmart looked like it wiped out $46 billion.
January 24, 2023
LPL Nabs 2 BofA-Merrill ExecsCory Triolo and Tim Checko will focus on web-based and mobile applications for advisors and other technology.
January 23, 2023
WisdomTree to Launch 4 Funds Tied to Jeremy Siegel's InsightsThe new funds, available on an app, will be "blockchain-enabled."