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.
Arta Expands Services to Help Advisors Manage Their Own Wealth
By John ManganaroFinance professionals including advisors, analysts, portfolio managers and brokers face distinct challenges in managing their personal investments.
February 19, 2025
AI Is Eating Wealth Management for Lunch. Here's How to Stay at the TableAdvisors who embed the technology into their firms, rethink workflows and challenge assumptions will lead the next era.
February 14, 2025
Schwab Names a Crypto ChiefSchwab called the move a key step in its ongoing process to expand client access to digital assets.
February 12, 2025
The Best Robo-Advisors in 5 Categories: Q4 2024Condor Capital Wealth Management scored the platforms by analyzing 35 accounts from 25 different providers.
February 10, 2025
Thinkorswim Clients Report Tech ProblemsCustomers complained on social media that the platform was down or lagging early Monday.
February 07, 2025
Orion’s Secret Sauce? Leadership, Reinvestment and Passion"I believe we can triple the size of our industry in the next 15 years," CEO Natalie Wolfsen says.
February 07, 2025
Wealthcare Adopts RISR Platform to Serve Small-Business Owner ClientsThe tech platform provides insights into valuation, risk assessement, taxes and other aspects of financial planning.
February 07, 2025
Why Advisors Are More Than Happy to Leave the WirehousesHeadcounts at these large Wall Street firms keep shrinking. Here are five reasons why.