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.
Edelman Financial Engines to Offer $175M in Equity to Its Planners
By Melanie WaddellThe expanded equity program positions all current and future financial planners as owners, the firm said.
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.
March 03, 2026
Fidelity Launches Turnkey Model Portfolios for Private-Markets ExposureThe suites are available to eligible RIAs and broker-dealers through Envestnet.
February 27, 2026
How AI Can Tame Wealth Managers' Tech MonstersThe technology can serve as connective tissue that eliminates the need to force advisors onto a single platform.