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.
How to Get Retirement Spending Guardrails Right
By John ManganaroOversimplifying the process could lead clients to make dramatic, unnecessary spending cuts, researcher Derek Tharp suggests.
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.
September 04, 2025
BlackRock to Manage $80B in Citi Wealth Client AssetsThe banking giant called the arrangement the largest asset management deal of its kind.