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.
BlackRock to Launch Aladdin Data Cloud for Investment Managers
By Jeff BermanThe world's largest asset manager is using Snowflake's cloud-based platform to provide a new data solution for the industry.
February 16, 2021
Goldman Unleashes Digital Investment Platform for the MassesMarcus Invest has a $1,000 minimum and a 0.35% annual advisory fee.
February 11, 2021
Betterment for Advisors Now Lets Advisors Choose the Investments"We're coming for Schwab and Fidelity, though we're obviously much smaller," General Manager Jon Mauney says.
February 03, 2021
How Goldman Sachs Is Getting Cozy With Main Street Investors and Their MoneyThe push is happening via Joe Duran's United Capital, now Goldman Sachs Personal Financial Management, and its 360 advisors.
February 02, 2021
O'Shaughnessy Custom Indexing Platform Tops $1BFirm's CEO sees further growth ahead, as "investors will no longer want to settle for investing fully in someone else's formula. Investors will want their own."
January 27, 2021
High Trading Volume in GameStop, AMC Blamed as Platforms CrashInvestors reported problems Wednesday with E-Trade, Fidelity, Merrill, Schwab, thinkorswim and Vanguard. Robinhood had a crypto problem.
January 27, 2021
Focus Financial and Orion Form Joint VentureThe move is "about tying banking to advisors, and it's long overdue," said Joel Bruckenstein, head of Technology Tools for Today.
January 25, 2021
CI Financial Buying $23B Chicago RIAIt's the largest U.S. deal ever in terms of assets for the Canadian firm and its 14th since last year.