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.
Goldman Sachs Takes $42.5M Minority Stake in GeoWealth
By Janet LevauxGeoWealth's family office owner, The Globe Resources Group, retains majority ownership of the TAMP.
March 13, 2026
Here's How Advisors Can 'Make It Rain'One speaker at a recent industry event said clients need advisors to "solve a problem" — meaning connect "with their pain."
March 12, 2026
DPL Launches Annuity Exchange Tool for Fee-Based RIAsAnnuity Review is intended to help advisory firms swap "legacy" annuities for fee-based products when appropriate.
March 12, 2026
Social Security Probes New Claim of DOGE Data BreachA whistleblower has accused a former DOGE employee of illegally copying two SSA databases, The Washington Post reported.
March 12, 2026
Duran's Rise Takes Stake in Dynasty-Supported RIARIA Cyndeo Wealth Partners is based in Florida and works with about $3.1 billion in client assets.
March 11, 2026
New Firm Launching AI Platform to 'Scale Advisor Expertise'WealthStream's technology gives advisors access to senior-level planning insights, supporting the development of next-generation talent.
March 10, 2026
Kwanti Rolls Out Cash Flow Scenarios ToolAdvisors can use it to show clients how specific withdrawal strategies would actually work using real market data.
March 05, 2026
Robinhood Pilots Advisor Referral NetworkMichael Kitces questioned the program's advisor fee structure.