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.
Nitrogen Rolls Out Legacy Center
By Rob BurgessThe new platform, according to CEO Dan Zitting, helps address advisor concerns over generational wealth transfers.
May 01, 2026
Vanguard CEO Aims to Expand Access to Advice"High-quality financial advice shouldn't be a luxury good," Salim Ramji said in his annual letter.
April 29, 2026
Merrill Clients Report Website, App ProblemsClients reported technical issues that prevented them from making trades.
April 23, 2026
LPL: Phishing Breach Led to Unauthorized TransactionsLPL said it restored affected accounts to their original financial positions.
April 15, 2026
6 New Findings on What Drives Advisors' Happiness: KitcesOverall, according to the 2025 study, financial advisors reported "notably higher wellbeing" than the general population.
April 14, 2026
SEC Approves Plan Removing Day-Trading Limit for Small InvestorsPublic feedback "overwhelmingly supported" FINRA's proposal to change the rule, an SEC official wrote.
April 13, 2026
Morningstar to Sell Data Aggregator ByAllAccountsThe buyer, Pello Companies, provides fintech startups and growth companies with strategic advisory services and access to investment.
April 01, 2026
Cetera Faces Lawsuit Over Data BreachThe breach arose from one employee's email account.