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.
Duran's Rise Takes Stake in Dynasty-Supported RIA
By Janet LevauxRIA Cyndeo Wealth Partners is based in Florida and works with about $3.1 billion in client assets.
March 05, 2026
Robinhood Pilots Advisor Referral NetworkMichael Kitces questioned the program's advisor fee structure.
March 03, 2026
Fidelity Launches Turnkey Model Portfolios for Private-Markets ExposureThe suites are available to eligible RIAs and broker-dealers through Envestnet.
February 27, 2026
How AI Can Tame Wealth Managers' Tech MonstersThe technology can serve as connective tissue that eliminates the need to force advisors onto a single platform.
February 26, 2026
Orion Plans Expanded Household Asset Management StrategyThe platform provider also says the enterprise version of Denali AI is live and that it's launched two new AI assistants..
February 25, 2026
Orion Zooms in on Advisor Survey Insights at Ascent EventOver half of advisors see AI acceleration as the top growth catalyst for 2026, with technology hurdles to overcome.
February 24, 2026
WisdomTree Gets SEC Nod for Tokenized Money Fund to Trade 24/7The approval could have major implications for the plumbing of cash management, the asset manager says.
February 24, 2026
Orion Expands AI Work With AnthropicThe news comes as Orion kicks off its Ascent 2026 conference in San Diego for some 2,000 attendees.