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.
How Holistic Tax Overlays Can Benefit Wealthy Clients
By Dana D'AuriaWhen implemented properly, this approach has the potential to significantly improve clients’ after-tax returns.
March 26, 2025
Dynasty Adds Goldman Sachs as CustodianIts independent RIA network also has custodial ties with BNY Pershing, Fidelity and Charles Schwab.
March 26, 2025
BlackRock Adds Private Equity, Credit Funds to Model PortfoliosThe managed models will help advisors offer these assets to clients with limited access to private markets.
March 24, 2025
CAIS Launches Alternatives Model MarketplaceThe hub is intended to streamline access to alternative investment model portfolios.
March 24, 2025
How Morgan Stanley Is Optimizing AI for Client GrowthThe firm's latest AI tool, Debrief, summarizes client meetings. Tech chief Sal Cucchiara tells ThinkAdvisor what's next.
March 20, 2025
Robinhood Rolls Out Predictions Market HubThe hub allows betting on the March Madness tournament and future Fed rates.
March 20, 2025
Best & Worst Firms for Investor Satisfaction: J.D. Power, 2025A quarter of DIY investors are likely to seek professional advice in the next year, the research group finds.
March 19, 2025
For Advisors, DC Plans Offer More Opportunity Than Competition"Retirement managed accounts" could boost advisors' visibility and create rollover opportunities.