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.

Bitcoin ETFs Hit by Record $1B Outflow in One Day

February 26, 2025

Bitcoin ETFs Hit by Record $1B Outflow in One Day
Arta Expands Services to Help Advisors Manage Their Own Wealth

February 21, 2025

Arta Expands Services to Help Advisors Manage Their Own Wealth
Morningstar to Shut Down Its Office Platform for Advisors

February 20, 2025

Morningstar to Shut Down Its Office Platform for Advisors
LPL Launches Alternatives Platform

February 20, 2025

LPL Launches Alternatives Platform
AI Is Eating Wealth Management for Lunch. Here's How to Stay at the Table

February 19, 2025

AI Is Eating Wealth Management for Lunch. Here's How to Stay at the Table
Schwab Names a Crypto Chief

February 14, 2025

Schwab Names a Crypto Chief
The Best Robo-Advisors in 5 Categories: Q4 2024

February 12, 2025

The Best Robo-Advisors in 5 Categories: Q4 2024