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.
Brookstone, FormulaFolios Merge to Form $6.5B RIA
By Janet LevauxThe news comes a year after TAMP Brookstone sold a major stake to AmeriLife, which is now backed by Thomas H. Lee Partners.
July 01, 2020
ESG Shop Trillium Sold to Australia-Based FirmThe Boston-based firm has $3.8 billion in assets under advisement.
June 30, 2020
Creative Planning Buys $530M RIA in MichiganSeparately, RIA Mercer acquires a $330 million wealth firm in Southern California.
June 29, 2020
Why the Orion-Brinker Merger Is a Big DealThe deal makes Orion "substantially bigger overnight," said T3's Bruckenstein.
June 28, 2020
Orion and Brinker Capital to Form $40 Billion FirmThe two companies' CEOs told ThinkAdvisor how the deal to create the huge TAMP came together.
June 24, 2020
Mid-Cap Asset Manager of the Year: Wells Fargo Asset Management"We focus on companies that ... use their balance sheets in a productive manner," said portfolio manager Bryant VanCronkhite.
June 24, 2020
Vanguard Embraces Blockchain to Enhance OTC Currency Market: Tech RoundupAlso, BNY Mellon and Wilshire Associates team up on advisor-focused custom target date platform.
June 19, 2020
SEC Puts Brakes on Brothers' Crypto FraudTens of millions of dollars collected from investors ended up in their personal accounts and later were directed to themselves and others.