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.
Foundation Source Adds Execs for Next Growth Phase
By Janet LevauxThe hirings are part of the firm's evolution into a modern enterprise platform, said CEO Joseph Mrak III.
February 18, 2026
Dani Fava: The AI 'Tipping Point' for RIAs Is HereThe market reaction to Altruist's new tax tool drove home the reality of AI's advancement, the Carson exec says.
February 17, 2026
Betterment Pilots Advisor Referral ProgramThe new program, to expand over time, connects select retail clients with RIAs.
February 11, 2026
Where to Park Your Clients' Cash NowExploring the optimal cash, cash-equivalent products and allocations can make a big difference to your clients.
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.