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.
Robinhood Aims Social Platform at Reddit’s WallStreetBets
By Paige SmithIt will invite a small group of customers to join Robinhood Social early next year, then broaden availability later.
September 05, 2025
PNC, Chase, Zelle Outages ReportedOutage monitoring website Downdetector showed consumer problem reports.
September 04, 2025
BlackRock to Manage $80B in Citi Wealth Client AssetsThe banking giant called the arrangement the largest asset management deal of its kind.
September 03, 2025
An Advisor’s Edge in the Age of AIThe technology cannot replicate empathy, trust and judgment — or the human actions they inspire.
September 03, 2025
State Street Takes Minority Stake in Apex Fintech, Forms PartnershipThe move expands the financial services company's offerings to the global wealth management industry.
August 30, 2025
Docupace Unveils AI Roadmap for Wealth ManagementFirms that embrace intelligent automation will lead the next decade’s competition, according to the software provider.
August 29, 2025
Wells Fargo Adds Alternatives to Personalized UMAsThe move allows clients to hold traditional and alternative investments in one account, the bank says.
August 28, 2025
Record Attendance Expected at 2025 Future Proof FestivalMore than 5,000 advisors, wealth managers and other professionals are anticipated to be at the educational and networking event.