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.
Robo-Advisor Wealthfront, Backers Seeking $485M in IPO
By Georgie McKayThe company plans to market shares for $12 to $14 each, according to its SEC filing.
November 21, 2025
10 Top-Performing Robo-Advisors: Q3 2025The Robo Ranking tracks performance of 34 real portfolios on 24 advice platforms.
November 21, 2025
What Wealthy, and Wealthier, Clients Seek in Alternative InvestmentsHere's how advisors can tailor their offerings to "millionaires next door" and "mid-tier millionaires."
November 19, 2025
GTCR to Acquire Fiduciary Trust CompanyThe wealth manager is entering its 14th decade in operation with a new private equity owner.
November 17, 2025
Ex-Fidelity Rep Suspended, Fined Over Outside Business ActivityThe rep made $13,000 selling an automated trading algorithm, FINRA said.
November 13, 2025
BofA Launches Income Tools for 401(k) ParticipantsThe 401k Pay platform allows plan participants to "easily set, deposit and track their income throughout retirement."
November 11, 2025
Schwab Would Support Clients Who Want Assets on Blockchain: CEO Wurster"Schwab is going to be there to support you," Rick Wurster assured advisors.
November 10, 2025
Schwab Requires Credential Reset for Some ClientsCertain customers who provided login access to third-party data vendors were asked for updates, a spokesperson confirms.