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.
ChatGPT Use Could Spell Disaster for Advisors: Author
By Jane Wollman RusoffAdvisors using such AI tools risk significant "legal and reputational harm," says Gary Smith of Pomona College.
March 24, 2023
3 Steps for Advisory Firms to Drive AI, Other ChangesHere are the best ways to accelerate transformation, according to industry leaders recently surveyed by Broadridge.
March 23, 2023
TAMP GeoWealth Buys First AscentAssets for the combined RIA-focused entity should total $21 billion.
March 23, 2023
Broadridge Teams With Apex on Tax Reporting: Tech RoundupAlso, Orion announced leadership changes in its wealth unit, and Absolute Engagement launched an "engagement engine."
March 23, 2023
Consumers Are Anxious About Taxes: J.D. PowerResearch finds 20% of banks customers fear they will owe more than planned; 16% worry that they may not get a refund.
March 22, 2023
6 Ways to Make Yourself More Valuable to ClientsHere's how to give clients what they really need, according to Betterment for Advisors.
March 22, 2023
12 Actions TD Ameritrade Advisors Should Take During Schwab TransitionThese moves will help advisors at each firm optimize their businesses, according to F2 Strategy.
March 22, 2023
8 Steps Advisors Can Take to Improve the Client ExperienceSmart tech investments should be at the top of advisors' agendas, Schwab's Jalina Kerr says.