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.
Morningstar to Sell Data Aggregator ByAllAccounts
By Melanie WaddellThe buyer, Pello Companies, provides fintech startups and growth companies with strategic advisory services and access to investment.
March 30, 2026
AI Assistant for Financial Advisors Moves Into Life InsuranceZocks can help with client intake forms, and with assessing producers.
March 30, 2026
Wells Fargo Customers Report Tech GlitchOne Downdetector user said the bank's app worked but wasn't showing a direct deposit.
March 26, 2026
Schwab Launches Teen Investment AccountThe joint child-parent account aims to provide investing experience for 13- to 17-year-olds.
March 26, 2026
BofA, Merrill Roll Out AI Tech for Advisor-Client MeetingsThe program provides prep materials, summaries and next steps, potentially saving advisors hours per meeting.
March 25, 2026
Ex-Hightower CEO Named President of Alts Platform PPB CapitalBob Oros will fill a new role, overseeing operations and infrastructure.
March 25, 2026
The Once-Sober ETF Industry Finds a Home on a Vegas Casino FloorThe ETF, designed to make investing simple, has become the delivery mechanism for the newest form of financial gambling.
March 24, 2026
Robo-Advisor Ally Invest to Pay $500K Over ConflictsThe breaches of fiduciary duty were associated with Ally Invest's Cash-Enhanced accounts, the SEC finds.