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.
Robinhood Snaps Up Advice Platform Pluto
By Paige SmithThe retail brokerage plans to use the AI-driven research platform to bring more tailored investment strategies and analysis to its users.
June 28, 2024
Vanguard Warns Clients to Hang Up and Log In, Or ElseThe firm is cracking down on heavy users of phone support. Is that fair?
June 27, 2024
Joe Duran's Rise Growth Recruits Two Senior ExecutivesThe recently launched RIA minority investment firm has new heads of marketing and investments.
June 26, 2024
Pru, TIAA, State Street Put $5M in 401(k) Plan Annuity Tech FirmMicruity, which connects asset managers with insurers, also counts Pacific Life and Western & Southern as backers.
June 26, 2024
Orion Rolls Out Menu of Stand-Alone Tech ServicesRisk and compliance supervision services are now being offered à la carte; soon, its trading platform will be.
June 25, 2024
Vanguard Clients Report Login TroubleVanguard website users complained that they couldn't log into their accounts and trade.
June 25, 2024
Vanguard Adds Short-Term Planning to Robo, Hybrid ServicesClients will be able to plan for goals less than 18 months away starting July 9.
June 24, 2024
Troublemakers, Be Warned: AI Is WatchingSmarsh CEO Kim Crawford Goodman tells ThinkAdvisor how new tools can help firms spot bad actors.