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.
AssetMark Moves to Expand Growth With RIAs, Private Markets
By John ManganaroGroup CEO Lou Maiuri explains what's next for the firm — including at its newly designated “East Coast hub.”
July 22, 2025
Financial Advice Enhances Clients' Peace of Mind, Frees Up Time: VanguardA new survey from the giant asset manager comes as the firm has pushed further into the advising arena.
July 22, 2025
Orion Clients Surge to $5 Trillion in AssetsAssets served by advisors using the firm's technology have grown 35% since 2023.
July 21, 2025
Schwab Expands Overnight TradingSchwab added popular ETFs to its overnight lineup, available through thinkorswim.
July 17, 2025
Vestmark, iCapital, BlackRock and Dynasty Team Up on New UMA PlatformThe platform supports tax-aware investing in private asset classes.
July 14, 2025
The Future of Advice, According to eMoneyExecutives Susan McKenna and Mathew Schulte see sky-high — and growing — demand for personalized financial planning.
July 14, 2025
Vanguard Accused of Misrepresentation in JustInvest DealVanguard acted in bad faith to limit post-deal payouts, the direct indexing firm's shareholders say in a lawsuit.
July 14, 2025
A Conference's Message: To Reach the Next Level, Ask the Right QuestionsAt Affiliated Advisors’ recent Advance gathering, conversations centered on asking "Who?" instead of "How?"