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.
UBS Starts Digital Wealth Bank in U.S. to Rival Wall Street
By Marion HalftermeyerThe new digital bank, set to open in 2022, will focus on serving affluent customers with between $250,000 and $2 million in assets.
October 21, 2021
How Advisors Can Guide a Client's Whole Financial LifeForward-thinking financial advisors are helping clients tie everything together so they can make informed decisions.
October 20, 2021
Why Crypto Bull Cathie Wood Skipped the New Bitcoin ETF"There are some tax ramifications we'd like to understand more ... ," she said at the Milken Institute Global Conference on Tuesday.
October 18, 2021
Interactive Brokers Launches Crypto Trading for RIAsInteractive Brokers is hoping that crypto will help expand its current base of 5,731 RIA clients.
October 18, 2021
Advisor Group Unveils Enhanced Tech, Including Express OnboardingThe firm also launched a newly designed Advisor Business Hub portal and an upgraded CRM platform.
October 15, 2021
5 First-of-Their-Kind SEC Enforcement ActionsRecent actions include one involving crowdfunding and one involving securities using decentralized finance, or DeFi, technology.
October 14, 2021
Merrill Reports Positive Feedback on New MAX AppThe new mobile advisor experience was launched late last month after a pilot with a few hundred advisors.
October 14, 2021
New Pershing X Business Unit Launches: Tech RoundupAinslie Simmonds will lead the unit. Also, Carson onboards FeeX fintech retirement services for its financial advisors.