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.
With So Many Tech Choices, What's an Advisor to Do?
By Philipp HeckerMichael Kitces' Financial AdvisorTech Solutions Map has broadened to 550 offerings in 36 categories. Many advisors feel lost.
April 14, 2025
Wealth.com Integrates eMoney DataThe collaboration aims to help advisors deliver more accurate and timely estate planning advice.
April 11, 2025
Envestnet Adds Portfolio Options From State Street, BlackRockThe firm will offer direct indexing from State Street and model portfolios from BlackRock.
April 11, 2025
Schwab Rolls Out Alts Platform for $5M-Plus Retail ClientsThe firm says over 37% of RIAs custodying at Schwab already use one of its alternatives platforms.
April 11, 2025
eMoney Launches Premium Client PortalThe add-on offering includes a new app and personalization options for clients.
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.