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.
TradePMR Bets the Future of Wealth Management Is Finally Arriving
By Timothy WelshAt a recent conference, Robb Baldwin made the case for integrating with a modern, consumer-facing partner.
May 18, 2026
Nitrogen Rolls Out Legacy CenterThe new platform, according to CEO Dan Zitting, helps address advisor concerns over generational wealth transfers.
May 14, 2026
40% of Retirees Under 80 Rarely or Never Use EmailHalf search the web for information less than once a month, and only 23% make regular use of social media, according to a new survey report.
May 08, 2026
Robinhood Can Skip Sending Form CRS to Trump Account Holders: SECThe SEC issued no-action relief Tuesday; Robinhood will be the sole BD and initial trustee to Trump accounts.
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.