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.
How Private Equity Ownership Will and Won't Change AssetMark
By John ManganaroTwo top executives from the firm offered ThinkAdvisor an inside look at AssetMark's growth strategy.
September 30, 2024
LPL Names Cheri Belski Head of Investment Management SolutionsCheri Belski is tasked with leading investment efforts across LPL's research programs, investment products and advisory platforms.
September 30, 2024
Elevation Point Nabs Ex-Dynasty Exec as COOCaitlin Douglas will oversee the optimization of the new RIA firm's growth and recruiting strategies.
September 27, 2024
$100M Suit Against Envestnet Heads to Jury TrialThe long-running suit alleges Envestnet and Yodlee misappropriated FinancialApps' proprietary software platform.
September 25, 2024
Envestnet Wins Shareholder Approval for Sale to Bain CapitalMore than 99% of the votes at a special shareholder meeting were cast in favor of the sale.
September 24, 2024
BlackRock and Vestmark Partner to Enhance Custom Model PortfoliosThe firms are combining tax management capabilities with portfolio construction methodology for RIAs.
September 24, 2024
Commonwealth Nabs Two Osaic Advisors, Spotlights Partners' GrowthAegis Consulting has added Mark O'Sickey and Paul Solorzano, who worked with nearly $600 million in client assets.
September 23, 2024
Annuity Issuers Try to Talk the Same Tech Language, for RealThe companies hope more uniformity will make recommending the products less of a chore.