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.
Dani Fava: The AI 'Tipping Point' for RIAs Is Here
By Jane Wollman RusoffThe market reaction to Altruist's new tax tool drove home the reality of AI's advancement, the Carson exec says.
February 11, 2026
Kestra Taps Addepar for Affiliated Advisors' Client PortalKey features of the new solution include a unified, transparent view of client wealth across accounts.
February 10, 2026
Altruist Adds Tax Planning Tools Within AI Platform HazelJason Wenk, founder and CEO of Altruist, said Hazel's features redefine what tax planning means for advisors.
February 09, 2026
YouTube Star MrBeast Buys Financial Services FirmStep, with over 7 million users, provides savings and investment services and helps people under age 18 establish credit.
February 09, 2026
RIA Success Requires 'Relentless' Attitude: Orion CEOThe theme of the upcoming Ascent 2026 conference, Natalie Wolfsen says, reflects top advisors' continuous pursuit of excellence.
February 06, 2026
Dynasty Closes Minority Capital RaiseInvestors in the financial services company include Schwab, BlackRock and JPMorgan.
February 05, 2026
Edelman Financial Engines Hit With Data BreachOn Jan. 7, an unauthorized third party accessed some of its clients' information, according to the Maine attorney general.
February 04, 2026
Vanguard Brings Back Outsourced Back-Office JobsVanguard is transitioning some client services functions back from an Infosys business.