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.
Adam Dell's Flat-Fee Planning Service Adds Subscriptions
By Jane Wollman RusoffThe serial entrepreneur tells ThinkAdvisor what mass affluent clients want and the hardest part of growing a business.
May 14, 2025
Betterment Acquires Direct Indexing, Tax Optimization ProviderRowboat Advisors' software will help RIAs develop more personalized portfolios.
May 13, 2025
Citi to Sell Wealth Alternatives Platform to iCapitalThe platform represents more than 180 alternative investment funds that are distributed globally.
May 06, 2025
FINRA Clarifies Outside Business Activities PlanBrokers will not be required to report personal transactions like trading bitcoin or buying insurance, FINRA said Monday.
May 05, 2025
The Real Reason AI Is Revolutionizing Wealth ManagementThe most exciting part of AI isn’t that it’s “disruptive.” It’s that it’s allowing us to fix something foundational.
May 05, 2025
LPL Taps eMoney’s WealthVision Planning SoftwareThe tool helps advisors go beyond investment management to integrate advice on estate, tax, retirement and insurance.
May 02, 2025
Morgan Stanley to Offer Spot Crypto Trading to E-Trade CustomersSchwab plans a similar offering within the next 12 months.
May 02, 2025
Flourish Annuity Platform Marks Major ExpansionThe platform, launched in early 2024, now includes RILAs, fixed indexed annuities, variable annuities, income riders and more.