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.
Best and Worst Retirement Plan Websites and Apps: JD Power, 2026
By Michael S. FischerInvestors 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 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.
August 27, 2026
Vanilla Launches Tool for Family Access to DocumentsVanilla Safe provides household members with important information in an emergency.
August 26, 2026
Why Vanguard's Altruist Buy Is a Big Deal for RIAsThe $4.6 billion deal is the "biggest structural move for RIA custody in years," William Trout of Datos Insights says.
August 24, 2026
Kestra Appoints New Head of Wealth ManagementAfter 13 years at BlackRock, Kelly Apple replaces John Amore, who had been promoted to president.
August 13, 2026
Advisors' Clients Want People and TechBut MDRT found that the youngest clients were more likely to say their advisors' tech use had caused problems.
August 12, 2026
Vanguard Launches Custom Model PortfoliosThe asset manager's offering allows advisors to adjust existing models to match client preferences.