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.
LPL Launches Alternatives Platform
By John ManganaroThe platform is intended to streamline the way financial advisors and their clients access and manage alternative investments.
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.
February 07, 2025
Wealthcare Adopts RISR Platform to Serve Small-Business Owner ClientsThe tech platform provides insights into valuation, risk assessement, taxes and other aspects of financial planning.
February 07, 2025
Why Advisors Are More Than Happy to Leave the WirehousesHeadcounts at these large Wall Street firms keep shrinking. Here are five reasons why.
February 05, 2025
Orion Augments Platform to Help Advisors Win Wealthiest ClientsAn influx of new millionaires will demand personalized solutions from financial professionals and service providers.
February 04, 2025
Robinhood Says CFTC Asked It to Halt Super Bowl WagersThe agency said it has “serious concerns” about firms offering access to contracts that may not be legally permissible.