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 Launches Asset Match for RIAs to Offer Clients
By Dinah Wisenberg BrinThe program allows indie RIAs to offer clients a 0.50% match on eligible deposits into TradePMR accounts.
September 16, 2025
Why Many RIAs Struggle to Deploy Tax-Savvy InvestmentsWhile direct indexing is highly appealing for wealth managers, establishing it at scale is far from simple.
September 16, 2025
10 Fastest-Growing Private Companies in Financial Services: Inc. 5000The firm with the highest three-year growth rate in the industry is an RIA, according to the magazine.
September 11, 2025
Envestnet to Pour $1B Into Platform Enhancements by 2030Executives of the firm, now owned by Bain Capital, laid out their five-year plan at Future Proof Festival.
September 10, 2025
Robinhood Aims Social Platform at Reddit’s WallStreetBetsIt will invite a small group of customers to join Robinhood Social early next year, then broaden availability later.
September 08, 2025
Fidelity Adds Wealthscape Intelligence Tool, Onboarding EnhancementsThe fund giant's new features are designed to streamline advisors' workflows.
September 08, 2025
Advisors' Tech Use Is Up, but Satisfaction Is Down: KitcesThe financial planner unveiled his firm's 200-plus page tech report at the Future Proof Festival.
September 05, 2025
PNC, Chase, Zelle Outages ReportedOutage monitoring website Downdetector showed consumer problem reports.