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.
Orion’s Secret Sauce? Leadership, Reinvestment and Passion
By John Manganaro"I believe we can triple the size of our industry in the next 15 years," CEO Natalie Wolfsen says.
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.
February 04, 2025
AI-Powered Meeting Prep Among New Orion Platform UpgradesOrion announced a series of updates across its technology ecosystem at its Ascent 2025 Conference in Orlando.
January 29, 2025
Orion-Pontera Integration Connects Advisors With Clients' Retirement AccountsThe solution enables the rebalancing of clients' retirement accounts within Orion’s trading platform.
January 28, 2025
$6.4B SageSpring Wealth Moves to Dynasty Financial Platform From Raymond JamesDynasty calls the shift one of the industry's biggest moves to independence in recent years.
January 22, 2025
Capital One Refunds Customers for Late Fees Related to OutageCustomers with charges from outside businesses due to missing direct deposits should get in touch, the bank says.
January 21, 2025
Envestnet, Newly Private, Appoints Chris Todd as CEOThe firm’s new leader joins from Ultimate Kronos Group, an international software provider.