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.
Tech Integration Helps Orion Clients Claim Class-Action Payments
By John ManganaroThe 11th.com platform automatically connects clients with lawsuit settlements they're eligible for.
June 05, 2025
For Next-Gen Advisors, Some Traits Are More Important Than Salesmanship: AssetMark CEOWhile business development skill is "icing on the cake," there are three crucial ingredients to success, Michael Kim says.
June 04, 2025
Robinhood Is a 'Prime Candidate' for S&P 500 Addition: BofAThe trading platform’s stock has surged as both equity and cryptocurrency markets rally.
June 03, 2025
BNY Rolls Out New Products, Services at Insite EventIts new programs include UMA tools, an advisor network and banking account services for investors.
June 02, 2025
TradePMR CEO to RIAs: Wake Up!Robb Baldwin discussed his firm's plans as part of Robinhood and why RIAs must "get back to being rainmakers."
May 29, 2025
Ex-Envestnet Exec to Head Cetera's RIA Blueprint PlatformAndina Anderson was a managing director at Envestnet and leader of its Tamarac unit.
May 27, 2025
Orion Splits Board of Directors, Launches Advisory CouncilThe new advisory council features a number of former Orion executives, including its founder, Eric Clarke.
May 21, 2025
Osaic Taps Community Capital Tech for Loan, Banking ServicesThe advisor network is integrating CCT’s proprietary banking platform and national loan origination network.