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.
Advisor Deal Activity Could Drop 20% This Year: Echelon
By Janet LevauxThe latest transactions report from Echelon Partners projects the slowest year for RIA mergers and acquisitions since 2016.
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.
June 19, 2020
RBC Wealth Adds $2B Reps From Wells Fargo, UBS and Other FirmsThe firm is picking up advisors in New York, Pennsylvania, New Jersey, Virginia and Maryland.