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.
10 Best & Worst Robo-Advisors: Q1 2025
By Michael S. FischerEven the worst performers beat the S&P 500, which fell 4.3% as volatility roared back.
May 15, 2025
When AI Is Taking Notes, Beware of These 6 Types of HallucinationsHere's how to know if your AI note taker is taking some liberties with your meeting readouts.
May 14, 2025
Betterment Acquires Direct Indexing, Tax Optimization ProviderRowboat Advisors' software will help RIAs develop more personalized portfolios.
May 13, 2025
Citi to Sell Wealth Alternatives Platform to iCapitalThe platform represents more than 180 alternative investment funds that are distributed globally.
May 06, 2025
FINRA Clarifies Outside Business Activities PlanBrokers will not be required to report personal transactions like trading bitcoin or buying insurance, FINRA said Monday.
May 05, 2025
The Real Reason AI Is Revolutionizing Wealth ManagementThe most exciting part of AI isn’t that it’s “disruptive.” It’s that it’s allowing us to fix something foundational.
May 05, 2025
LPL Taps eMoney’s WealthVision Planning SoftwareThe tool helps advisors go beyond investment management to integrate advice on estate, tax, retirement and insurance.
May 02, 2025
Morgan Stanley to Offer Spot Crypto Trading to E-Trade CustomersSchwab plans a similar offering within the next 12 months.