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.
Robinhood Sued Over Data Breach
By Melanie WaddellThe 7 million affected customers face a lifetime risk of identity theft due to the firm's failure to safeguard data, the suit maintains.
November 11, 2021
XYPN to Launch Virtual Assistant Program for Advisor MembersA pilot for the program is expected to start in Q2 2022, says Alan Moore, XYPN CEO and co-founder.
November 11, 2021
Vanguard Model Portfolios Added to CircleBlack Platform: Tech RoundupAlso, Betterment for Advisors made a deal with an advisor-client matchmaker.
November 09, 2021
SEC Finds Widespread Deficiencies Among Robo-AdvisorsNearly all the advisors examined, including those serving retirement plans, received deficiency letters, the SEC said.
November 08, 2021
Schwab Trading Platform Glitch Irks InvestorsHundreds of investors complained Monday morning that they couldn't trade on Schwab's app.
November 05, 2021
6 Trends Reshaping the Wealth IndustryThoughtLab Group study reveals how advisors and firms can move to a more client-centric approach to succeed.
November 04, 2021
Kitces Gives Schwab's iRebal Enhancements a Thumbs Up: Tech RoundupAlso, GeoWealth nabs $19 million in funding and follow-on investment from J.P. Morgan Asset Management.
November 03, 2021
Schwab CEO Remains Cautious on CryptoAs his firm readies a jump into direct indexing, Walt Bettinger also says ESG investing raises complicated questions.