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.
AI Assistant for Financial Advisors Moves Into Life Insurance
By Allison BellZocks can help with client intake forms, and with assessing producers.
March 26, 2026
BofA, Merrill Roll Out AI Tech for Advisor-Client MeetingsThe program provides prep materials, summaries and next steps, potentially saving advisors hours per meeting.
March 25, 2026
Ex-Hightower CEO Named President of Alts Platform PPB CapitalBob Oros will fill a new role, overseeing operations and infrastructure.
March 25, 2026
The Once-Sober ETF Industry Finds a Home on a Vegas Casino FloorThe ETF, designed to make investing simple, has become the delivery mechanism for the newest form of financial gambling.
March 24, 2026
Robo-Advisor Ally Invest to Pay $500K Over ConflictsThe breaches of fiduciary duty were associated with Ally Invest's Cash-Enhanced accounts, the SEC finds.
March 24, 2026
Hightower Reports Data BreachThe unauthorized access to the firm's systems affected more than 131,400 people.
March 23, 2026
Death of 2024 DOL Fiduciary Rule Could Affect Robo-AdviceU.S. Labor Department officials are vacating guidance that discusses financial institutions' use of computer models.
March 23, 2026
Flourish Launches Mortgage Lending Platform for RIAsThe offering supports home refinancing, cash-out refinancing and new purchase loans of up to $10 million.