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.
At Elevation Point, Laying the Foundation for AI Growth
By John ManganaroThe recent partnership with Milemarker is a harbinger of what’s to come, execs Jud Mackrill and Jim Dickson say.
December 17, 2025
How to Survive Wealth Management's Most Disruptive DecadeWhat's coming in the next 10 years isn't evolution. It's a flip of the script.
December 15, 2025
Schwab Updates Retail Platform Tools, Beefs Up Branch RolesSchwab announced new platform features for retail clients and new staff roles to support them in its branches.
December 12, 2025
Advyzon Platform Integrates Andes Risk Analytics, Hires Helen YangYang, Andes Risk's founder and CEO, is joining Advyzon as an executive vice president.
December 11, 2025
Fidelity Go Offers Tax-Loss Harvesting for Higher-Balance AccountsThe feature is available to clients with taxable robo-advisor account balances of at least $25,000.
December 11, 2025
Alts Move From Margins to MainstreamEight in 10 advisors who serve non-accredited investors allocate to alternative investments, CAIS and Mercer find.
December 05, 2025
Meet the 2025 Luminaries WinnersThe talented individuals and firms were recognized Thursday at ThinkAdvisor's fifth annual gala event.
December 02, 2025
Pave’s Morningstar Integration Gives RIAs Access to Automation ToolsResource-poor independent advisors, the firm says, can build better portfolios to compete with Wall Street behemoths.