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.
Raymond James Launches AI Operations Agent
By John ManganaroDubbed Rai, the tech uses natural language processing and generative AI to support advisors' daily work.
January 22, 2026
Edelman Financial Engines Embraces Orion TechnologyThe RIA has fully onboarded to Orion's unified tech platform as part of its accelerated growth strategy.
January 20, 2026
7 Steps Advisors, Wealth Firms Can Take to Win in 2026Industry leaders Shirl Penney and Natalie Wolfsen sound off on today's key issues with author April Rudin.
January 15, 2026
One Strategy for All Net-Worth Levels? It Can Be Done, Exec SaysNew technology and new ways of thinking let advisors do more for more people, Libretto's Jeff Coyle says.
January 15, 2026
Raymond James to Buy $46B Clark Capital ManagementThe firm will become an independent boutique investment manager within Raymond James Investment Management.
January 14, 2026
Scott Willette to Lead Tech at DocupaceThe executive brings more than two decades of technology development and leadership experience to the role.
January 09, 2026
The Case for a Curated Tech StackFirms are increasingly choosing carefully assembled stacks tailored to their needs over simply adopting the newest software available.
January 07, 2026
3 Must-Watch Advisor Trends for 2026RIAs face rising investor expectations, ongoing consolidation and the pressure to respond to emerging technologies like AI.