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.
Dynasty Adds Goldman Sachs as Custodian
By Janet LevauxIts independent RIA network also has custodial ties with BNY Pershing, Fidelity and Charles Schwab.
March 24, 2025
How Morgan Stanley Is Optimizing AI for Client GrowthThe firm's latest AI tool, Debrief, summarizes client meetings. Tech chief Sal Cucchiara tells ThinkAdvisor what's next.
March 20, 2025
Robinhood Rolls Out Predictions Market HubThe hub allows betting on the March Madness tournament and future Fed rates.
March 20, 2025
Best & Worst Firms for Investor Satisfaction: J.D. Power, 2025A quarter of DIY investors are likely to seek professional advice in the next year, the research group finds.
March 19, 2025
For Advisors, DC Plans Offer More Opportunity Than Competition"Retirement managed accounts" could boost advisors' visibility and create rollover opportunities.
March 17, 2025
Orion Hires Head of Wealth ProductsMichael Mandelos has about 25 years in the business, including experience at UBS and JPMorgan.
March 13, 2025
Why Investors Might Switch Advisors, and Other InsightsDon’t miss ThinkAdvisor’s upcoming webcast on the results of Orion’s 2025 Wealthtech Survey and inaugural investor survey.
March 08, 2025
Robinhood to Pay $26M to Settle FINRA AllegationsThe regulator said Robinhood failed to supervise social media influencers paid to tout the firm.