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.
AE Wealth Launches Securities-Based Lending Solution
By Rob BurgessThe new offering by the RIA and wealth management TAMP allows clients to borrow against their eligible investments.
June 11, 2026
Orion Opens New Office in PennsylvaniaThe move reflects the firm's "continued growth in the Philadelphia region," spokesperson Julie Lane says.
June 08, 2026
TradePMR Bets the Future of Wealth Management Is Finally ArrivingAt a recent conference, Robb Baldwin made the case for integrating with a modern, consumer-facing partner.
June 02, 2026
Altruist Adds Alts to Expand PlatformAdvisors will be able to offer private market access to more clients, the custodian says.
May 29, 2026
Advyzon Sees the Promise and Peril of AI in Wealth ManagementKevin Hughes, who heads financial planning, is helping debut an agentic AI framework over the next few months.
May 18, 2026
Nitrogen Rolls Out Legacy CenterThe new platform, according to CEO Dan Zitting, helps address advisor concerns over generational wealth transfers.
May 14, 2026
40% of Retirees Under 80 Rarely or Never Use EmailHalf search the web for information less than once a month, and only 23% make regular use of social media, according to a new survey report.
May 08, 2026
Robinhood Can Skip Sending Form CRS to Trump Account Holders: SECThe SEC issued no-action relief Tuesday; Robinhood will be the sole BD and initial trustee to Trump accounts.