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.
Creative Planning Strikes Its Biggest RIA Deal Ever
By Ginger SzalaIn its eighth acquisition of the year, the Overland Park, Kansas-based firm more than doubles its asset footprint in Atlanta.
August 24, 2020
Thinkorswim Complaints Continue Into Second WeekThe issue was resolved before market open on Wednesday, according to TD Ameritrade. But users on Monday reported slowness and other issues.
August 20, 2020
Fidelity Partners With Amazon on Quantum Computing: Tech RoundupAlso, AssetMark launches eService Team to help advisors.
August 18, 2020
What the Fastest Growing RIA Firms Do DifferentlyDFA's Bryce Skaff talks to Pershing's Ben Harrison about what differentiates high-growth firms from low-growth ones.
August 18, 2020
Creative Planning Extends Its Buying SpreeThe firm has just purchased its seventh RIA for the year, this time in Indiana.
August 11, 2020
Creative Planning Scoops Up $600M RIA in CincinnatiThe news comes on the heels of its purchase of Thun Financial Advisors, a $600 million group in Madison, Wisconsin.
August 05, 2020
Tyrone Ross Tapped to Lead Alts Platform Onramp Invest"This is a bigger platform for me to yell and fight for the voiceless," the popular speaker said.
