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.
Vanguard Brings Back Outsourced Back-Office Jobs
By Dinah Wisenberg BrinVanguard is transitioning some client services functions back from an Infosys business.
January 28, 2026
Raymond James Launches AI Operations AgentDubbed Rai, the tech uses natural language processing and generative AI to support advisors' daily work.
January 23, 2026
Better Banking Benefits RIAs and Clients, Flourish Exec SaysBen Cruikshank, president of the wealth management technology provider, details the move to "wealth 3.0."
January 22, 2026
T. Rowe Price Launches 'Custom Premier' RIA Model PortfoliosThe partnership with Vestmark aims to deliver tax-efficient portfolio construction capabilities across ETFs and mutual funds.
January 22, 2026
Edelman Financial Engines Embraces Orion TechnologyThe RIA has fully onboarded to Orion's unified tech platform as part of its accelerated growth strategy.
January 20, 2026
7 Steps Advisors, Wealth Firms Can Take to Win in 2026Industry leaders Shirl Penney and Natalie Wolfsen sound off on today's key issues with author April Rudin.
January 15, 2026
One Strategy for All Net-Worth Levels? It Can Be Done, Exec SaysNew technology and new ways of thinking let advisors do more for more people, Libretto's Jeff Coyle says.
January 15, 2026
Raymond James to Buy $46B Clark Capital ManagementThe firm will become an independent boutique investment manager within Raymond James Investment Management.