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.
Generational Divide Is Reshaping Advice Delivery: Study
By Michael S. FischerThe industry needs to enhance the digital experience to better engage next-gen investors, SIFMA and KPMG research finds.
October 21, 2025
Are Your Clients 'Soft Switching' to a New Investment Account?Investment, banking and credit card customers are quietly moving their primary accounts to other institutions, J.D. Power finds.
October 15, 2025
F2 Buys Hedge Fund Strategy and Tech Consulting ShopThe research firm's deal for HBMJ Consulting aims to complement the prior acquisition of Aliter Investment Services.
October 13, 2025
Pontera's Fight With Fidelity Over Platform Access Breaks Into the OpenThe firm's CEO says its system is secure and helps advisors better manage clients' held-away assets.
October 10, 2025
Interactive Brokers Adds Advanced Tax Planning CapabilitiesTraders can now preview potential gains (or losses) before submitting orders and select specific lots to close.
October 09, 2025
Bill Crager, Former Envestnet CEO, Has a New GigCrager has joined the private markets infrastructure company iAltA Holdings as a founding member.
October 09, 2025
CAIS Expands Tech Integration With SchwabThe deepened relationship should streamline processes for advisors, the alternative investment platform said.
October 09, 2025
Orion Revamps Brand Fresh Off $5T MilestoneOrion executives Ron Pruitt and Betsy Perez tell ThinkAdvisor the brand change is more than symbolic.