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.
Creative Planning Extends Its Buying Spree
By Bernice NapachThe firm has just purchased its seventh RIA for the year, this time in Indiana.
July 31, 2020
Broadridge Starts Fi360 Remote Exams: Tech RoundupAlso, Morningstar adds a virtual reality option for upcoming online conference.
July 28, 2020
How to Become a Top-Performing RIA: SchwabHere are several key practices that the leading firms use more than others, according to a survey.
July 20, 2020
What to Make of Schwab's Mixed Q2 ResultsEquity analysts weigh in on the company, its purchase of TD Ameritrade and more, ahead of its investor call.
July 15, 2020
RIA M&A Activity Recovered in June Despite Pandemic: FidelityWill the momentum continue or slow down to the more sluggish pace in early Q2?
July 10, 2020
Mercer Buys $910M RIAThe deal means Mercer is now working with about $2 billion of assets in Colorado, where it is based.
July 08, 2020
Brookstone, FormulaFolios Merge to Form $6.5B RIAThe news comes a year after TAMP Brookstone sold a major stake to AmeriLife, which is now backed by Thomas H. Lee Partners.