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 Adds Fractional Trading for Advisors Who Custody at Schwab
By Dinah Wisenberg BrinImplementing client models to the dollar can help advisors manage portfolios more precisely, the wealthtech firm says.
July 15, 2026
Wells Fargo Adds AI-Powered Support for AdvisorsThe embedded solution intends to streamline how advisors, client associates and support teams access information and complete everyday work.
July 10, 2026
The Real Value of an Advisor, by the NumbersRussell Investments set out to quantify how, and how much, financial advisors improve clients' returns.
July 09, 2026
Envestnet, Vanguard Team Up to Help Advisors Boost Tax EfficiencyVanguard's Advisor's Alpha framework is now available on Envestnet's wealth platform.
July 01, 2026
Robinhood Rolls Out Perpetual Futures Tied to Commodities, ETFsThe platform aims to capitalize on the rise in round-the-clock trading.
June 30, 2026
AssetMark Reports Voice Phishing AttackThe breach exposed some client and advisor information.
June 30, 2026
Vestmark Opens AI R&D Hub in BostonThe Center for AI Research and Development will develop artificial intelligence-enabled and software solutions for wealth management.
June 24, 2026
Humanity Labs Names Former Osaic Exec Head of WealthDimple Shah will help the AI workforce company forge partnerships with wealth management firms.