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.

A Conference's Message: To Reach the Next Level, Ask the Right Questions

July 14, 2025

A Conference's Message: To Reach the Next Level, Ask the Right Questions
Angry Customers Report Glitches on Schwab's Thinkorswim Platform After Market Opens

July 11, 2025

Angry Customers Report Glitches on Schwab's Thinkorswim Platform After Market Opens
Fintech iCapital Raises $820M

July 10, 2025

Fintech iCapital Raises $820M
4 Smart AI Moves RIAs Can Make Without Risking Client Trust

July 10, 2025

4 Smart AI Moves RIAs Can Make Without Risking Client Trust
Citigroup, AssetMark to Expand in Charlotte and Add 762 New Jobs

July 09, 2025

Citigroup, AssetMark to Expand in Charlotte and Add 762 New Jobs
BlackRock's Bitcoin ETF Drives More Revenue Than Its S&P 500 Fund

July 02, 2025

BlackRock's Bitcoin ETF Drives More Revenue Than Its S&P 500 Fund
Wealthfront Files Confidentially for an IPO

July 02, 2025

Wealthfront Files Confidentially for an IPO