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.
Envestnet Adds Portfolio Options From State Street, BlackRock
By Katie RassThe firm will offer direct indexing from State Street and model portfolios from BlackRock.
April 08, 2025
LPL Taps Former JPMorgan Exec as Chief Data and AI OfficerVaughn Harvey has held tech leadership roles at several major financial services firms.
April 07, 2025
Fidelity Apologizes for Website ProblemsFidelity said it was working urgently to resolve issues on its platforms.
March 28, 2025
Thrivent Puts Values at Its Core — and It's Hiring AdvisorsCEO Teresa Rasmussen tells ThinkAdvisor what Thivent looks for in advisors and why clients are proud of the brand.
March 28, 2025
How Holistic Tax Overlays Can Benefit Wealthy ClientsWhen implemented properly, this approach has the potential to significantly improve clients’ after-tax returns.
March 28, 2025
Robinhood Prediction-Markets Arm Gets Massachusetts SubpoenaSecretary of State Bill Galvin is looking into links to gambling for its sports-event contracts.
March 27, 2025
Robinhood Wants to Be Your Clients' Wealth Manager for $250 a YearThe firm also plans to roll out banking services and an AI investment tool later this year.
March 26, 2025
Dynasty Adds Goldman Sachs as CustodianIts independent RIA network also has custodial ties with BNY Pershing, Fidelity and Charles Schwab.