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.
Interactive Brokers Adds Advanced Tax Planning Capabilities
By John ManganaroTraders can now preview potential gains (or losses) before submitting orders and select specific lots to close.
October 09, 2025
Orion Revamps Brand Fresh Off $5T MilestoneOrion executives Ron Pruitt and Betsy Perez tell ThinkAdvisor the brand change is more than symbolic.
October 06, 2025
Thousands of Robinhood Users Report OutageUsers reported problems with the brokerage site on mobile and desktop as the market opened.
October 03, 2025
BlackRock's Aladdin Launches AI Commentary Tool for Advisors; Morgan Stanley Signs OnThe new feature will use AI to turn analytics, commentary and client preferences into advisor narratives.
October 02, 2025
Wealthy Clients’ New Demand for Advisors: Reduce Their Tax BillNearly 70% of affluent clients expect tax planning, but only 47% of advisors offer it, a new paper finds.
September 30, 2025
Robo-Advisor Wealthfront Files for IPO Showing Profit DropA slew of fintech companies are pursuing long-awaited listings.
September 29, 2025
The Hidden Challenge of Incomplete Annuity DataYou should not have to be an electronic archaeologist to figure out the status of a rider.
September 29, 2025
Foundation Source Adds Multi-Custodial Capabilities to DAF PlatformThe enhancement is enabled through the firm's new custodial data access partnership with BridgeFT.