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.
Orion Clients Surge to $5 Trillion in Assets
By John ManganaroAssets served by advisors using the firm's technology have grown 35% since 2023.
July 14, 2025
The Future of Advice, According to eMoneyExecutives Susan McKenna and Mathew Schulte see sky-high — and growing — demand for personalized financial planning.
July 14, 2025
Vanguard Accused of Misrepresentation in JustInvest DealVanguard acted in bad faith to limit post-deal payouts, the direct indexing firm's shareholders say in a lawsuit.
July 14, 2025
A Conference's Message: To Reach the Next Level, Ask the Right QuestionsAt Affiliated Advisors’ recent Advance gathering, conversations centered on asking "Who?" instead of "How?"
July 11, 2025
Angry Customers Report Glitches on Schwab's Thinkorswim Platform After Market OpensThe trading platform experienced technical troubles and login issues Friday morning.
July 10, 2025
Fintech iCapital Raises $820MThe alternatives platform provider says it is now valued at $7.5 billion.
July 10, 2025
4 Smart AI Moves RIAs Can Make Without Risking Client TrustTechnology can help firms punch above their weight class, but embracing it doesn’t have to mean recklessness.
July 09, 2025
Citigroup, AssetMark to Expand in Charlotte and Add 762 New JobsAssetMark plans to invest $10 million to establish an East Coast hub in Charlotte’s central business district.