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.
BofA Launches Income Tools for 401(k) Participants
By Melanie WaddellThe 401k Pay platform allows plan participants to "easily set, deposit and track their income throughout retirement."
November 06, 2025
eMoney Integrates Asset-Map Visualization PlatformMutual users can leverage the tech firm for complex financial planning while using the software to simplify conversations.
November 06, 2025
Schwab to Buy Private Share Platform for $660MThe firm is acquiring Forge Global Holdings, one week after Morgan Stanley bought rival platform EquityZen.
November 05, 2025
Schwab CEO Worries Young People Conflate Gambling, InvestingRick Wurster suggested that financial services apps may be fueling the misunderstanding.
November 04, 2025
Orion Deepens Schwab Advisor Services IntegrationBeneficiary information will flow automatically from the account profile on the Schwab Advisor Center into the tech platforms.
November 03, 2025
Nationwide Pledges $1.5B to Tech Innovation Through 2028The firm's investment includes $100 million in annual outlays earmarked to advancing artificial intelligence.
October 31, 2025
Vestmark Set to Distribute Capital Group Model PortfoliosRIAs will be able to access a customizable platform through their preferred custodian.
October 29, 2025
Morgan Stanley Buys EquityZen in First Deal for CEO Ted PickThe deal will make it easier for Morgan Stanley's wealth clients to invest in private firms.