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's New Robo Takes Cues From High-Touch Wealth Management
By Jane Wollman Rusoff"I felt there was a gap in the market," says Stephanie Guild, a J.P. Morgan Private Bank veteran.
April 18, 2025
Mariner and Vanilla Strike Estate Planning DealThe arrangement gives all of the $560 billion RIA’s 700-plus advisors access to the tech firm's platform.
April 17, 2025
Mercer Advisors Expands Held-Away Account Services With Pontera's SupportThe new program streamlines advisors’ ability to provide and implement advice on clients’ qualified investment accounts.
April 14, 2025
Wealth.com Integrates eMoney DataThe collaboration aims to help advisors deliver more accurate and timely estate planning advice.
April 11, 2025
Envestnet Adds Portfolio Options From State Street, BlackRockThe firm will offer direct indexing from State Street and model portfolios from BlackRock.
April 11, 2025
Schwab Rolls Out Alts Platform for $5M-Plus Retail ClientsThe firm says over 37% of RIAs custodying at Schwab already use one of its alternatives platforms.
April 11, 2025
eMoney Launches Premium Client PortalThe add-on offering includes a new app and personalization options for clients.
April 08, 2025
LPL Taps Former JPMorgan Exec as Chief Data and AI OfficerVaughn Harvey has held tech leadership roles at several major financial services firms.