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.
Meet the Luminaries Class of 2025 Finalists
By Janet LevauxNearly 265 financial services firms and groups are being recognized for exemplary leadership, innovation and community impact.
September 25, 2025
Fidelity Rolls Out Enhanced Trading PlatformThe free offering includes cross-device analytics, insights and trading tools.
September 23, 2025
TradePMR Launches Asset Match for RIAs to Offer ClientsThe program allows indie RIAs to offer clients a 0.50% match on eligible deposits into TradePMR accounts.
September 22, 2025
How to Get Retirement Spending Guardrails RightOversimplifying the process could lead clients to make dramatic, unnecessary spending cuts, researcher Derek Tharp suggests.
September 18, 2025
SEC Approves Faster Way for Exchanges to List Bitcoin, Gold ETPsThe SEC approved three exchanges’ request to speed up how quickly they can list ETPs that hold spot commodities.
September 16, 2025
Why Many RIAs Struggle to Deploy Tax-Savvy InvestmentsWhile direct indexing is highly appealing for wealth managers, establishing it at scale is far from simple.
September 16, 2025
10 Fastest-Growing Private Companies in Financial Services: Inc. 5000The firm with the highest three-year growth rate in the industry is an RIA, according to the magazine.
September 11, 2025
Envestnet to Pour $1B Into Platform Enhancements by 2030Executives of the firm, now owned by Bain Capital, laid out their five-year plan at Future Proof Festival.