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.
JPMorgan Building ChatGPT-Like Investment Tool
By Dinah Wisenberg BrinIndexGPT will use AI-driven software "for analyzing and selecting securities tailored to customer needs," a trademark filing says.
May 23, 2023
Who Will Be Orion's Next CEO?While there are two strong internal candidates, an outsider isn't out of the question, fintech experts say.
May 22, 2023
Orion CEO Set to RetireEric Clarke, who founded the firm in late 1999, will continue to serve on its board.
May 22, 2023
The SEC Chair Wants to Kill Crypto. He Can't.Gary Gensler's condescending treatment of the crypto industry will merely drive innovation out of the U.S.
May 18, 2023
10 Best Performing Robos in a Rocky YearAll of these portfolios were in the red, but they beat their benchmarks, according to the Robo Report.
May 11, 2023
Could This Income Planning Software Keep Widows From Firing Their Advisors?Advisors solely focused on portfolio growth through risk-taking are ignoring important needs, David Macchia warns.
May 11, 2023
Orion Launches ChatGPT Integration: Tech RoundupAlso, an AI chatbot powered by Morningstar Intelligence Engine is debuting on Morningstar platforms.
May 09, 2023
3 Tools to Manage Client Cash, Boost InterestAccounts paying up to 5% interest have many clients and advisors looking to, well, cash in.