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.
Angry Customers Report Glitches on Schwab's Thinkorswim Platform After Market Opens
By Dinah Wisenberg BrinThe trading platform experienced technical troubles and login issues Friday morning.
July 09, 2025
Citigroup, AssetMark to Expand in Charlotte and Add 762 New JobsAssetMark plans to invest $10 million to establish an East Coast hub in Charlotte’s central business district.
July 02, 2025
BlackRock's Bitcoin ETF Drives More Revenue Than Its S&P 500 FundThe roughly $75 billion iShares Bitcoin Trust ETF has seen a flood of cash from retail and institutional investors.
July 02, 2025
Wealthfront Files Confidentially for an IPOThe move signals that more fintech firms are set to go public after a protracted lull.
July 01, 2025
Orion, iCapital Expand Partnership to Improve Alternatives AccessThe collaboration gives independent advisors new access to institutional-grade tools, Orion says.
June 26, 2025
Envestnet to Sell Yodlee to PE FirmFinancial advisors will still have access to Yodlee data aggregation technology, the firms said.
June 26, 2025
Training Program for New Advisors Tops 2,000Amplified Planning’s 2025 Externship program has 2,078 enrollees; over 42% are women.
June 25, 2025
Orion Taps Ex-Zendesk Exec as CTOValli Nachiappan takes on the role after a career in client experience technology development.