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.
Betterment Acquires Ellevest's Automated Investing Business
By Dinah Wisenberg BrinEllevest will continue to offer financial planning and wealth management services to high-net-worth clients.
February 20, 2025
Morningstar to Shut Down Its Office Platform for AdvisorsThe decision comes as Morningstar announces plans to partner with the Black Diamond Wealth Platform.
February 20, 2025
LPL Launches Alternatives PlatformThe platform is intended to streamline the way financial advisors and their clients access and manage alternative investments.
February 19, 2025
AI Is Eating Wealth Management for Lunch. Here's How to Stay at the TableAdvisors who embed the technology into their firms, rethink workflows and challenge assumptions will lead the next era.
February 14, 2025
Schwab Names a Crypto ChiefSchwab called the move a key step in its ongoing process to expand client access to digital assets.
February 12, 2025
The Best Robo-Advisors in 5 Categories: Q4 2024Condor Capital Wealth Management scored the platforms by analyzing 35 accounts from 25 different providers.
February 10, 2025
Thinkorswim Clients Report Tech ProblemsCustomers complained on social media that the platform was down or lagging early Monday.
February 07, 2025
Orion’s Secret Sauce? Leadership, Reinvestment and Passion"I believe we can triple the size of our industry in the next 15 years," CEO Natalie Wolfsen says.