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.
The New Question Everyone Seems to Be Asking About AI
By John ManganaroSome skepticism is understandable, Orion CEO Natalie Wolfsen says, but ignoring the tech is an unviable path.
August 12, 2025
3 Ways to Make Asset Transitions That Help Your Clients and Your BusinessHow assets are transitioned can make the difference between client satisfaction and client turnover.
August 12, 2025
Orion Opens New Office in UtahThe space is "modern, welcoming and designed with collaboration and wellness at its core," said CEO Natalie Wolfsen.
August 05, 2025
SS&C Technologies Unifies Wealth Suite, Black Diamond PlatformThe combination brings together the software provider's wealth and trust management capabilities in one interface.
August 04, 2025
GeoWealth Gets $38M Infusion, Plans UMAs for AdvisorsApollo and GeoWealth formed a partnership to expand access to customizable public-private model portfolios for RIAs.
August 01, 2025
Fidelity Taps Vestmark for New Custom Model PortfoliosThe custom models can include semi-liquid interval funds, SMAs, ETFs and mutual funds within a single custodial account.
July 30, 2025
AssetMark Moves to Expand Growth With RIAs, Private MarketsGroup CEO Lou Maiuri explains what's next for the firm — including at its newly designated “East Coast hub.”
July 25, 2025
AssetMark to Offer Alts in Q4The move will add private assets to AssetMark’s managed solutions and discretionary programs.