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 and Vestmark Partner to Enhance Custom Model Portfolios
By John ManganaroThe firms are combining tax management capabilities with portfolio construction methodology for RIAs.
September 20, 2024
CAIS Expands Alternative Strategy OfferingsSeveral alternative investment managers have introduced or expanded strategies on the CAIS platform.
September 20, 2024
Cerity Partners to Merge With Venture Capital Advisory ShopThe merger with Touchdown Ventures will expand the firm's offering to corporations and businesses.
September 20, 2024
Envestnet Updates RIA Platform to Optimize WorkflowsNew and updated tools aim to free up advisors' time for client relationships, Envestnet says.
September 17, 2024
What's Behind Fidelity's Move to Restrict 401(k) Login SharingThe move highlights tension between cybersecurity and the freedom of advisors and clients to use account data.
September 17, 2024
LPL Opens New 43,000-Square-Foot Home Office in ArizonaLPL expects to accommodate 300 employees in the Tempe office by year-end, with more in 2025.
September 16, 2024
Morningstar Adds Broadridge Securities-Based Lending Tools to Advisor WorkstationSecurities-based lending solutions are used by advisors to help address clients' liquidity needs.
September 12, 2024
AssetMark Adds Morningstar Wealth as Third-Party StrategistThis launch will enable financial advisors working with AssetMark to access a range of model portfolios and SMAs.