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.
Orion Hires Head of Wealth Products
By Janet LevauxMichael Mandelos has about 25 years in the business, including experience at UBS and JPMorgan.
March 07, 2025
T3 Event Highlights: AI, Data Integration and Fintech's FutureThe next era of financial advisory services will be defined by intelligent automation and personalized scalability.
March 07, 2025
Goldman Gives Managers a Choice: Dallas, Salt Lake City or LeaveThe push aims to drive down costs and tap a pipeline of talent emerging in these regions.
March 07, 2025
Nasdaq Joins Exchanges Seeking to Offer Round-the-Clock TradingThe plan follows NYSE's filing of an application in October to offer trading 22 hours on weekdays.
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.