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.

Q&A

Thrivent Puts Values at Its Core — and It's Hiring Advisors

By Jane Wollman Rusoff
Robinhood Wants to Be Your Clients' Wealth Manager for $250 a Year

March 27, 2025

Robinhood Wants to Be Your Clients' Wealth Manager for $250 a Year
Dynasty Adds Goldman Sachs as Custodian

March 26, 2025

Dynasty Adds Goldman Sachs as Custodian
BlackRock Adds Private Equity, Credit Funds to Model Portfolios

March 26, 2025

BlackRock Adds Private Equity, Credit Funds to Model Portfolios
CAIS Launches Alternatives Model Marketplace

March 24, 2025

CAIS Launches Alternatives Model Marketplace
How Morgan Stanley Is Optimizing AI for Client Growth

March 24, 2025

How Morgan Stanley Is Optimizing AI for Client Growth
Robinhood Rolls Out Predictions Market Hub

March 20, 2025

Robinhood Rolls Out Predictions Market Hub
Best & Worst Firms for Investor Satisfaction: J.D. Power, 2025

March 20, 2025

Best & Worst Firms for Investor Satisfaction: J.D. Power, 2025