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.
Advisors' Clients Want People and Tech
By Allison BellBut MDRT found that the youngest clients were more likely to say their advisors' tech use had caused problems.
July 27, 2026
Orion Launches Digital Account Opening Tool for Advisor PortalGoldman Sachs Custody Solutions is the first custodian to integrate the wealthtech's offering.
July 21, 2026
Envestnet Debuts Wealth Trading PlatformThe new solution connects portfolio management, trade creation, order review, execution and auditability.
July 15, 2026
Wells Fargo Adds AI-Powered Support for AdvisorsThe embedded solution intends to streamline how advisors, client associates and support teams access information and complete everyday work.
July 10, 2026
The Real Value of an Advisor, by the NumbersRussell Investments set out to quantify how, and how much, financial advisors improve clients' returns.
July 09, 2026
Envestnet, Vanguard Team Up to Help Advisors Boost Tax EfficiencyVanguard's Advisor's Alpha framework is now available on Envestnet's wealth platform.
July 01, 2026
Robinhood Rolls Out Perpetual Futures Tied to Commodities, ETFsThe platform aims to capitalize on the rise in round-the-clock trading.
June 30, 2026
AssetMark Reports Voice Phishing AttackThe breach exposed some client and advisor information.