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.
When AI Is Taking Notes, Beware of These 6 Types of Hallucinations
By John O’ConnellHere's how to know if your AI note taker is taking some liberties with your meeting readouts.
May 06, 2025
FINRA Clarifies Outside Business Activities PlanBrokers will not be required to report personal transactions like trading bitcoin or buying insurance, FINRA said Monday.
May 05, 2025
The Real Reason AI Is Revolutionizing Wealth ManagementThe most exciting part of AI isn’t that it’s “disruptive.” It’s that it’s allowing us to fix something foundational.
May 05, 2025
LPL Taps eMoney’s WealthVision Planning SoftwareThe tool helps advisors go beyond investment management to integrate advice on estate, tax, retirement and insurance.
May 02, 2025
Morgan Stanley to Offer Spot Crypto Trading to E-Trade CustomersSchwab plans a similar offering within the next 12 months.
May 02, 2025
Flourish Annuity Platform Marks Major ExpansionThe platform, launched in early 2024, now includes RILAs, fixed indexed annuities, variable annuities, income riders and more.
April 30, 2025
Edward Jones Adds Alt Investments, Advanced Planning for HNW ClientsThe firm entered into a relationship with CAIS, an alternative investment technology platform for financial advisors.
April 25, 2025
401(k) Provider Launches Integrated PlatformHuman Interest's PartnerConnect aims to help advisors create, manage and monitor clients’ 401(k) plans.