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.
Where to Park Your Clients' Cash Now
By Dinah Wisenberg BrinExploring the optimal cash, cash-equivalent products and allocations can make a big difference to your clients.
February 09, 2026
YouTube Star MrBeast Buys Financial Services FirmStep, with over 7 million users, provides savings and investment services and helps people under age 18 establish credit.
February 09, 2026
RIA Success Requires 'Relentless' Attitude: Orion CEOThe theme of the upcoming Ascent 2026 conference, Natalie Wolfsen says, reflects top advisors' continuous pursuit of excellence.
February 06, 2026
Dynasty Closes Minority Capital RaiseInvestors in the financial services company include Schwab, BlackRock and JPMorgan.
February 05, 2026
Edelman Financial Engines Hit With Data BreachOn Jan. 7, an unauthorized third party accessed some of its clients' information, according to the Maine attorney general.
February 04, 2026
Vanguard Brings Back Outsourced Back-Office JobsVanguard is transitioning some client services functions back from an Infosys business.
February 02, 2026
Envestnet Names First Chief Growth Officer Amid 'Strategic Evolution'Jonathan Linstra joins the wealth management technology giant from Morningstar.
January 30, 2026
STRATxAI Taps Scott MacKillop for Advisory BoardThe founder of First Ascent Asset Management is widely recognized as a pioneer in the TAMP industry.