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.
Schwab Requires Credential Reset for Some Clients
By John ManganaroCertain customers who provided login access to third-party data vendors were asked for updates, a spokesperson confirms.
November 05, 2025
Schwab CEO Worries Young People Conflate Gambling, InvestingRick Wurster suggested that financial services apps may be fueling the misunderstanding.
November 04, 2025
Orion Deepens Schwab Advisor Services IntegrationBeneficiary information will flow automatically from the account profile on the Schwab Advisor Center into the tech platforms.
November 03, 2025
Nationwide Pledges $1.5B to Tech Innovation Through 2028The firm's investment includes $100 million in annual outlays earmarked to advancing artificial intelligence.
October 31, 2025
Vestmark Set to Distribute Capital Group Model PortfoliosRIAs will be able to access a customizable platform through their preferred custodian.
October 29, 2025
Morgan Stanley Buys EquityZen in First Deal for CEO Ted PickThe deal will make it easier for Morgan Stanley's wealth clients to invest in private firms.
October 28, 2025
Pave Integrates Automated Wealth Management Tech With SchwabRIAs on Schwab's platform can now connect client portfolios to the software firm's customized technology.
October 28, 2025
Orion Debuts Denali AI Enterprise Intelligence PlatformReed Colley, the firm's technology head, said the offering represents the “cornerstone of Orion’s future.”