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.
The Best Robo-Advisors in 5 Categories: Q4 2024
By Michael S. FischerCondor Capital Wealth Management scored the platforms by analyzing 35 accounts from 25 different providers.
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.
February 05, 2025
Orion Augments Platform to Help Advisors Win Wealthiest ClientsAn influx of new millionaires will demand personalized solutions from financial professionals and service providers.
February 04, 2025
Robinhood Says CFTC Asked It to Halt Super Bowl WagersThe agency said it has “serious concerns” about firms offering access to contracts that may not be legally permissible.
February 04, 2025
AI-Powered Meeting Prep Among New Orion Platform UpgradesOrion announced a series of updates across its technology ecosystem at its Ascent 2025 Conference in Orlando.
January 29, 2025
Orion-Pontera Integration Connects Advisors With Clients' Retirement AccountsThe solution enables the rebalancing of clients' retirement accounts within Orion’s trading platform.
January 28, 2025
$6.4B SageSpring Wealth Moves to Dynasty Financial Platform From Raymond JamesDynasty calls the shift one of the industry's biggest moves to independence in recent years.