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.
Hightower Reports Data Breach
By Dinah Wisenberg BrinThe unauthorized access to the firm's systems affected more than 131,400 people.
March 23, 2026
Expect an E-Delivery Rule Soon: SEC ChairSuch a rule is "long overdue," Paul Atkins said Monday.
March 19, 2026
Goldman Sachs Takes $42.5M Minority Stake in GeoWealthGeoWealth's family office owner, The Globe Resources Group, retains majority ownership of the TAMP.
March 18, 2026
Best & Worst Wealth Management Firms Ranked by Investors: JD Power, 2026Trust in new fintech brands rose, but so did young, affluent DIY investors' desire for professional advice.
March 17, 2026
Edelman Financial Engines to Offer $175M in Equity to Its PlannersThe expanded equity program positions all current and future financial planners as owners, the firm said.
March 13, 2026
Here's How Advisors Can 'Make It Rain'One speaker at a recent industry event said clients need advisors to "solve a problem" — meaning connect "with their pain."
March 12, 2026
DPL Launches Annuity Exchange Tool for Fee-Based RIAsAnnuity Review is intended to help advisory firms swap "legacy" annuities for fee-based products when appropriate.
March 12, 2026
Social Security Probes New Claim of DOGE Data BreachA whistleblower has accused a former DOGE employee of illegally copying two SSA databases, The Washington Post reported.