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.
Flourish Annuity Platform Marks Major Expansion
By John ManganaroThe platform, launched in early 2024, now includes RILAs, fixed indexed annuities, variable annuities, income riders and more.
April 24, 2025
Nasdaq Partners With Amazon Web to Move More Markets to CloudTo start, the firms are working with the Johannesburg Stock Exchange and Mexico’s Grupo BMV.
April 23, 2025
E-Trade Launches 5 No-Fee Index FundsThe new products are being offered exclusively to the brokerage's self-directed investor clients.
April 23, 2025
Altruist Secures $152M in New Funding for GrowthLed by Jason Wenk, the RIA custodian is now valued at about $1.9 billion.
April 23, 2025
Robinhood's New Robo Takes Cues From High-Touch Wealth Management"I felt there was a gap in the market," says Stephanie Guild, a J.P. Morgan Private Bank veteran.
April 21, 2025
Morgan Stanley to Launch New E-Trade PlatformThe platform will rival Schwab’s Thinkorswim and Robinhood’s Legend when it gets rolled out in June.
April 18, 2025
With So Many Tech Choices, What's an Advisor to Do?Michael Kitces' Financial AdvisorTech Solutions Map has broadened to 550 offerings in 36 categories. Many advisors feel lost.
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.