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.
BNY Rolls Out New Products, Services at Insite Event
By Janet LevauxIts new programs include UMA tools, an advisor network and banking account services for investors.
May 27, 2025
Orion Splits Board of Directors, Launches Advisory CouncilThe new advisory council features a number of former Orion executives, including its founder, Eric Clarke.
May 21, 2025
Osaic Taps Community Capital Tech for Loan, Banking ServicesThe advisor network is integrating CCT’s proprietary banking platform and national loan origination network.
May 19, 2025
10 Best & Worst Robo-Advisors: Q1 2025Even the worst performers beat the S&P 500, which fell 4.3% as volatility roared back.
May 16, 2025
Adam Dell's Flat-Fee Planning Service Adds SubscriptionsThe serial entrepreneur tells ThinkAdvisor what mass affluent clients want and the hardest part of growing a business.
May 16, 2025
For Advisors, 'More Modern Way of Working' Means Far Less PaperworkAutomation can enable financial professionals to focus on the client experience, says Ritik Malhotra of Savvy Wealth.
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.