Bitcoin Exchange Sees Complaints Soar as Users Demand Money
The most popular online exchange for trading digital currencies is generating a surge in customer complaints this year even as investors are lured by a dramatic rise in prices.
International Regulatory Shift Could Tame Cryptocurrency Market
On the heels of recent actions by Canadian regulators and the SEC, more countries are regulating digital currency as securities.
Personal Capital Hits $5B Milestone
The hybrid digital advice provider has added $2 billion in the last year.
Envestnet | Tamarac App Now Available on Salesforce
The Tamarac app available on the exchange will help advisors integrate client, household and account data from its portfolio management software.
Advicent Introduces New APIs to Narrator Platform
Advicent has updated its Narrator Connect API platform with several new APIs for enterprise firms.
XY Planning Network Launches Digital Platform for Its Advisors
XYPN partners with TD Ameritrade and RobustWealth to power its new investing platform.
FolioDynamix, Apex Clearing to Partner on Advice Tools
Apex Clearing announced on Thursday that it has entered into a partnership with FolioDynamix to create customer-facing technology tools.
MassMutual Launches Practice Management Website
MassMutual launched a new website, AdvisorAdvantage+, to give retirement plan advisors access to practice management tools and guidance.
Opening New Accounts Is About to Get a Lot Easier
According to Gartner, the No. 1 area of technology investments being made by financial services companies these last several years is improving firms’ ability to more quickly and seamlessly onboard new clients.
TD Ameritrade’s Robo Platforms Near $16B
TD Ameritrade’s Essential Portfolios and Selective Portfolios digital advice platforms have nearly $16 billion in assets under management as of June 30, the firm announced on Tuesday.