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.
Pave’s Morningstar Integration Gives RIAs Access to Automation Tools
By Michael S. FischerResource-poor independent advisors, the firm says, can build better portfolios to compete with Wall Street behemoths.
November 25, 2025
The Future of Wealth Management Goes Far Beyond Retirement Planning: Bill CragerExpectations are high for the clients of the future, the former Envestnet CEO says.
November 21, 2025
10 Top-Performing Robo-Advisors: Q3 2025The Robo Ranking tracks performance of 34 real portfolios on 24 advice platforms.
November 21, 2025
What Wealthy, and Wealthier, Clients Seek in Alternative InvestmentsHere's how advisors can tailor their offerings to "millionaires next door" and "mid-tier millionaires."
November 19, 2025
GTCR to Acquire Fiduciary Trust CompanyThe wealth manager is entering its 14th decade in operation with a new private equity owner.
November 17, 2025
Ex-Fidelity Rep Suspended, Fined Over Outside Business ActivityThe rep made $13,000 selling an automated trading algorithm, FINRA said.
November 13, 2025
BofA Launches Income Tools for 401(k) ParticipantsThe 401k Pay platform allows plan participants to "easily set, deposit and track their income throughout retirement."
November 11, 2025
Schwab Would Support Clients Who Want Assets on Blockchain: CEO Wurster"Schwab is going to be there to support you," Rick Wurster assured advisors.