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.
T3 Event Highlights: AI, Data Integration and Fintech's Future
By Timothy WelshThe next era of financial advisory services will be defined by intelligent automation and personalized scalability.
March 06, 2025
3 Keys to Tax-Efficient PortfoliosTax planning should not be an annual event but a matter of year-round strategy.
March 04, 2025
SEI Launches Alternative Investment Product MarketplaceSEI Access provides an end-to-end investment experience and increased access for wealth managers and advisors.
February 27, 2025
Betterment Launches Solo 401(k) Solution for Indie Advisors and Business OwnersThe financial advisory firm's digital retirement product features paperless account opening and no setup fees.
February 26, 2025
Robinhood Closes TradePMR AcquisitionAcquisition of the $40 billion RIA platform aims to accelerate Robinhood’s delivery of investment advisor capabilities to clients.
February 26, 2025
Betterment Acquires Ellevest's Automated Investing BusinessEllevest will continue to offer financial planning and wealth management services to high-net-worth clients.
February 26, 2025
Bitcoin ETFs Hit by Record $1B Outflow in One DayBitcoin’s price has been faltering, with investors shunning riskier assets in the face of uncertainty.
February 21, 2025
Arta Expands Services to Help Advisors Manage Their Own WealthFinance professionals including advisors, analysts, portfolio managers and brokers face distinct challenges in managing their personal investments.