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.
Meet the 2025 Luminaries Winners
By Janet LevauxThe talented individuals and firms were recognized Thursday at ThinkAdvisor's fifth annual gala event.
December 02, 2025
55ip and InvestCloud Expand Partnership to Private MarketsThe collaboration enables tax optimization of public and private market assets within a single unified managed account.
November 25, 2025
The Future of Wealth Management Goes Far Beyond Retirement Planning: Bill CragerExpectations are high for the clients of the future, the former Envestnet CEO says.
November 21, 2025
10 Top-Performing Robo-Advisors: Q3 2025The Robo Ranking tracks performance of 34 real portfolios on 24 advice platforms.
November 21, 2025
What Wealthy, and Wealthier, Clients Seek in Alternative InvestmentsHere's how advisors can tailor their offerings to "millionaires next door" and "mid-tier millionaires."
November 19, 2025
GTCR to Acquire Fiduciary Trust CompanyThe wealth manager is entering its 14th decade in operation with a new private equity owner.
November 17, 2025
Ex-Fidelity Rep Suspended, Fined Over Outside Business ActivityThe rep made $13,000 selling an automated trading algorithm, FINRA said.
November 13, 2025
BofA Launches Income Tools for 401(k) ParticipantsThe 401k Pay platform allows plan participants to "easily set, deposit and track their income throughout retirement."