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.

Adam Dell's Flat-Fee Planning Service Adds Subscriptions

May 16, 2025

Adam Dell's Flat-Fee Planning Service Adds Subscriptions
For Advisors, 'More Modern Way of Working' Means Far Less Paperwork

May 16, 2025

For Advisors, 'More Modern Way of Working' Means Far Less Paperwork
When AI Is Taking Notes, Beware of These 6 Types of Hallucinations

May 15, 2025

When AI Is Taking Notes, Beware of These 6 Types of Hallucinations
Betterment Acquires Direct Indexing, Tax Optimization Provider

May 14, 2025

Betterment Acquires Direct Indexing, Tax Optimization Provider
Citi to Sell Wealth Alternatives Platform to iCapital

May 13, 2025

Citi to Sell Wealth Alternatives Platform to iCapital
FINRA Clarifies Outside Business Activities Plan

May 06, 2025

FINRA Clarifies Outside Business Activities Plan
The Real Reason AI Is Revolutionizing Wealth Management

May 05, 2025

The Real Reason AI Is Revolutionizing Wealth Management