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.
Mercer Advisors Expands Held-Away Account Services With Pontera's Support
By John ManganaroThe new program streamlines advisors’ ability to provide and implement advice on clients’ qualified investment accounts.
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.
April 07, 2025
Fidelity Apologizes for Website ProblemsFidelity said it was working urgently to resolve issues on its platforms.
March 28, 2025
Thrivent Puts Values at Its Core — and It's Hiring AdvisorsCEO Teresa Rasmussen tells ThinkAdvisor what Thivent looks for in advisors and why clients are proud of the brand.
March 28, 2025
How Holistic Tax Overlays Can Benefit Wealthy ClientsWhen implemented properly, this approach has the potential to significantly improve clients’ after-tax returns.
March 28, 2025
Robinhood Prediction-Markets Arm Gets Massachusetts SubpoenaSecretary of State Bill Galvin is looking into links to gambling for its sports-event contracts.