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 Splits Board of Directors, Launches Advisory Council
By John ManganaroThe new advisory council features a number of former Orion executives, including its founder, Eric Clarke.
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.
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.