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.
LPL Taps eMoney’s WealthVision Planning Software
By John ManganaroThe tool helps advisors go beyond investment management to integrate advice on estate, tax, retirement and insurance.
April 30, 2025
Edward Jones Adds Alt Investments, Advanced Planning for HNW ClientsThe firm entered into a relationship with CAIS, an alternative investment technology platform for financial advisors.
April 25, 2025
401(k) Provider Launches Integrated PlatformHuman Interest's PartnerConnect aims to help advisors create, manage and monitor clients’ 401(k) plans.
April 24, 2025
Nasdaq Partners With Amazon Web to Move More Markets to CloudTo start, the firms are working with the Johannesburg Stock Exchange and Mexico’s Grupo BMV.
April 23, 2025
E-Trade Launches 5 No-Fee Index FundsThe new products are being offered exclusively to the brokerage's self-directed investor clients.
April 23, 2025
Altruist Secures $152M in New Funding for GrowthLed by Jason Wenk, the RIA custodian is now valued at about $1.9 billion.
April 23, 2025
Robinhood's New Robo Takes Cues From High-Touch Wealth Management"I felt there was a gap in the market," says Stephanie Guild, a J.P. Morgan Private Bank veteran.
April 21, 2025
Morgan Stanley to Launch New E-Trade PlatformThe platform will rival Schwab’s Thinkorswim and Robinhood’s Legend when it gets rolled out in June.