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.
Best & Worst Firms for Investor Satisfaction: J.D. Power, 2025
By Michael S. FischerA quarter of DIY investors are likely to seek professional advice in the next year, the research group finds.
March 13, 2025
Why Investors Might Switch Advisors, and Other InsightsDon’t miss ThinkAdvisor’s upcoming webcast on the results of Orion’s 2025 Wealthtech Survey and inaugural investor survey.
March 08, 2025
Robinhood to Pay $26M to Settle FINRA AllegationsThe regulator said Robinhood failed to supervise social media influencers paid to tout the firm.
March 07, 2025
T3 Event Highlights: AI, Data Integration and Fintech's FutureThe next era of financial advisory services will be defined by intelligent automation and personalized scalability.
March 07, 2025
Goldman Gives Managers a Choice: Dallas, Salt Lake City or LeaveThe push aims to drive down costs and tap a pipeline of talent emerging in these regions.
March 07, 2025
Nasdaq Joins Exchanges Seeking to Offer Round-the-Clock TradingThe plan follows NYSE's filing of an application in October to offer trading 22 hours on weekdays.
March 06, 2025
3 Keys to Tax-Efficient PortfoliosTax planning should not be an annual event but a matter of year-round strategy.
March 04, 2025
SEI Launches Alternative Investment Product MarketplaceSEI Access provides an end-to-end investment experience and increased access for wealth managers and advisors.