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.
Envestnet to Buy Vestmark
By Janet LevauxWhile Envestnet has focused on indie BDs and RIAs, Vestmark is geared to wirehouses and others with institutional-grade trading operations.
September 01, 2026
Orion Adds BlackRock, Fidelity and Vanguard to Tailored Allocation PortfoliosThe strategies enable advisors to gradually migrate assets for clients with concentrated positions or tax sensitivities into model portfolios.
August 27, 2026
Vanilla Launches Tool for Family Access to DocumentsVanilla Safe provides household members with important information in an emergency.
August 26, 2026
Why Vanguard's Altruist Buy Is a Big Deal for RIAsThe $4.6 billion deal is the "biggest structural move for RIA custody in years," William Trout of Datos Insights says.
August 24, 2026
Kestra Appoints New Head of Wealth ManagementAfter 13 years at BlackRock, Kelly Apple replaces John Amore, who had been promoted to president.
August 13, 2026
Advisors' Clients Want People and TechBut MDRT found that the youngest clients were more likely to say their advisors' tech use had caused problems.
August 12, 2026
Vanguard Launches Custom Model PortfoliosThe asset manager's offering allows advisors to adjust existing models to match client preferences.
August 04, 2026
Orion Adds Fractional Trading for Advisors Who Custody at SchwabImplementing client models to the dollar can help advisors manage portfolios more precisely, the wealthtech firm says.