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.
GTCR to Acquire Fiduciary Trust Company
By John ManganaroThe wealth manager is entering its 14th decade in operation with a new private equity owner.
November 11, 2025
Schwab Would Support Clients Who Want Assets on Blockchain: CEO Wurster"Schwab is going to be there to support you," Rick Wurster assured advisors.
November 10, 2025
Schwab Requires Credential Reset for Some ClientsCertain customers who provided login access to third-party data vendors were asked for updates, a spokesperson confirms.
November 06, 2025
eMoney Integrates Asset-Map Visualization PlatformMutual users can leverage the tech firm for complex financial planning while using the software to simplify conversations.
November 06, 2025
Schwab to Buy Private Share Platform for $660MThe firm is acquiring Forge Global Holdings, one week after Morgan Stanley bought rival platform EquityZen.
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.