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.
Vestmark, iCapital, BlackRock and Dynasty Team Up on New UMA Platform
By John ManganaroThe platform supports tax-aware investing in private asset classes.
July 14, 2025
A Conference's Message: To Reach the Next Level, Ask the Right QuestionsAt Affiliated Advisors’ recent Advance gathering, conversations centered on asking "Who?" instead of "How?"
July 11, 2025
Angry Customers Report Glitches on Schwab's Thinkorswim Platform After Market OpensThe trading platform experienced technical troubles and login issues Friday morning.
July 10, 2025
Fintech iCapital Raises $820MThe alternatives platform provider says it is now valued at $7.5 billion.
July 10, 2025
4 Smart AI Moves RIAs Can Make Without Risking Client TrustTechnology can help firms punch above their weight class, but embracing it doesn’t have to mean recklessness.
July 09, 2025
Citigroup, AssetMark to Expand in Charlotte and Add 762 New JobsAssetMark plans to invest $10 million to establish an East Coast hub in Charlotte’s central business district.
July 02, 2025
BlackRock's Bitcoin ETF Drives More Revenue Than Its S&P 500 FundThe roughly $75 billion iShares Bitcoin Trust ETF has seen a flood of cash from retail and institutional investors.
July 02, 2025
Wealthfront Files Confidentially for an IPOThe move signals that more fintech firms are set to go public after a protracted lull.