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.
Orion Revamps Brand Fresh Off $5T Milestone
By John ManganaroOrion executives Ron Pruitt and Betsy Perez tell ThinkAdvisor the brand change is more than symbolic.
October 02, 2025
Wealthy Clients’ New Demand for Advisors: Reduce Their Tax BillNearly 70% of affluent clients expect tax planning, but only 47% of advisors offer it, a new paper finds.
September 30, 2025
Robo-Advisor Wealthfront Files for IPO Showing Profit DropA slew of fintech companies are pursuing long-awaited listings.
September 29, 2025
The Hidden Challenge of Incomplete Annuity DataYou should not have to be an electronic archaeologist to figure out the status of a rider.
September 29, 2025
Foundation Source Adds Multi-Custodial Capabilities to DAF PlatformThe enhancement is enabled through the firm's new custodial data access partnership with BridgeFT.
September 29, 2025
Meet the Luminaries Class of 2025 FinalistsNearly 265 financial services firms and groups are being recognized for exemplary leadership, innovation and community impact.
September 26, 2025
XYPN Rolls Out Holistiplan Access, Expanded Orion PartnershipThe new services will help 2,100 affiliated advisors run their practices more efficiently, CEO Alan Moore says.
September 26, 2025
This Tech Helps RIAs Mix In Private AssetsGeoWealth enables public and private assets to be held in a single portfolio, CEO Colin Falls explains.