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.
Why the Orion-Brinker Merger Is a Big Deal
By Janet LevauxThe deal makes Orion "substantially bigger overnight," said T3's Bruckenstein.
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.
June 18, 2020
Wells Fargo to Sell Alt Fund Platform to iCapitalWells Fargo will invest in iCapital as part of the deal.
June 10, 2020
Captrust Buys $1.6B Wealth FirmThe news comes a week after Captrust sold a minority interest to a private equity group.
May 27, 2020
LPL to Buy $2B Advisory Firm"Expect more of this" as acquirers capitalize on the shutdown, popular blogger Michael Kitces said.
May 27, 2020
Wirehouses, IBDs, Brokerage Firms Post Q1 ResultsFrom Ameriprise Financial to UBS, financial groups see cash balances swell during the first three months of 2020.