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.
Wealthfront Adds 2 Grayscale Cryptocurrency Trusts to Its Platform
By Bernice NapachThey are the Grayscale Bitcoin and Ethereum trusts.
July 28, 2021
Everything You Need to Know About the BUZZ ETFThe fund, formally known as the VanEck Vectors Social Sentiment ETF, leverages public opinion to build its portfolio.
July 22, 2021
Onramp Invest Kicks Off Crypto Trading for Advisors: Tech RoundupAlso, ProNvest introduces a retirement fintech platform.
July 21, 2021
VIPs Are Venturing Into Crypto, but Many Advisors Still HesitateWhile the new Onramp platform and big-name backers like Ritholtz Wealth could help attract RIAs to crypto, many are not convinced.
July 20, 2021
N.J. Regulator Orders BlockFi to Stop Opening New AccountsThe New Jersey Bureau of Securities says the crypto firm's BlockFi Interest Accounts are unregistered securities.
July 20, 2021
Can't Explain Bitcoin? Your Clients Will Find an Advisor Who CanAn advisor who doesn't know about Bitcoin is becoming as irrelevant as an advisor who doesn't know about annuities.
July 19, 2021
SEC Shuts Down 'Artificial Intelligence Supercomputer' Investing ScamA mother and son said they would use the supercomputer to recommend investments in cryptocurrency and other assets, the SEC says.
July 19, 2021
Schwab Trading Platform Outage Annoys InvestorsCertain online functionality was unavailable to at least some investors on Monday morning, the firm said.