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.
An Advisor’s Edge in the Age of AI
By Patrick DanielThe technology cannot replicate empathy, trust and judgment — or the human actions they inspire.
August 29, 2025
Wells Fargo Adds Alternatives to Personalized UMAsThe move allows clients to hold traditional and alternative investments in one account, the bank says.
August 28, 2025
Record Attendance Expected at 2025 Future Proof FestivalMore than 5,000 advisors, wealth managers and other professionals are anticipated to be at the educational and networking event.
August 25, 2025
Beware of AI-Washing in WealthtechMany "AI-enabled" tools are little more than rules-based scripts wrapped in a new interface.
August 21, 2025
The Target Date Fund Change That Could Help Boomers Avoid Retirement Ruin: Ron SurzBig firms are looking at risk with the wrong yardstick, the Target Date Solutions president suggests.
August 21, 2025
The New Question Everyone Seems to Be Asking About AISome skepticism is understandable, Orion CEO Natalie Wolfsen says, but ignoring the tech is an unviable path.
August 21, 2025
Envestnet Destroyed Evidence in $100M Lawsuit, Court Report FindsA special master has recommended sanctions against Envestnet and Yodlee in a case brought by FinancialApps.
August 19, 2025
How to Keep Up Client Momentum, Even in Quiet SeasonsWhat matters most is planning ahead for any time away and equipping your team to keep growth chugging along.