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.
Schwab, thinkorswim App Issues Prompt Thousands of Complaints
By Dinah Wisenberg BrinUsers reported login problems and a mobile app outage.
September 15, 2026
How to Close the Planning Implementation GapThe disconnect creates additional work and can make it harder for clients to understand whether their investments remain aligned.
September 10, 2026
Why the Envestnet-Vestmark Deal Matters for AdvisorsThe transaction, experts say, will increase advisors' capabilities while moving Envestnet further into the BD space.
September 09, 2026
Best and Worst Retirement Plan Websites and Apps: JD Power, 2026Investors are more likely to roll assets into a plan when they are happy with the digital experience, a survey of 6,634 participants found.
September 09, 2026
Envestnet to Buy VestmarkWhile Envestnet has focused on indie BDs and RIAs, Vestmark is geared to wirehouses and others with institutional-grade trading operations.
September 08, 2026
Hightower Signature Wealth Selects Dispatch for Client Data ManagementDispatch is helping the fast-growing wealth platform optimize critical workflows, co-founder Madalyn Armijo says.
September 03, 2026
Pontera Expands Platform to Support Non-Discretionary Retirement AdviceThe announcement comes amid an ongoing dispute over held-away account access.
September 01, 2026
Orion Adds BlackRock, Fidelity and Vanguard to Tailored Allocation PortfoliosThe strategies enable advisors to gradually migrate assets for clients with concentrated positions or tax sensitivities into model portfolios.