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.
LPL Names Cheri Belski Head of Investment Management Solutions
By John ManganaroCheri Belski is tasked with leading investment efforts across LPL's research programs, investment products and advisory platforms.
September 25, 2024
Envestnet Wins Shareholder Approval for Sale to Bain CapitalMore than 99% of the votes at a special shareholder meeting were cast in favor of the sale.
September 24, 2024
BlackRock and Vestmark Partner to Enhance Custom Model PortfoliosThe firms are combining tax management capabilities with portfolio construction methodology for RIAs.
September 24, 2024
Commonwealth Nabs Two Osaic Advisors, Spotlights Partners' GrowthAegis Consulting has added Mark O'Sickey and Paul Solorzano, who worked with nearly $600 million in client assets.
September 23, 2024
Annuity Issuers Try to Talk the Same Tech Language, for RealThe companies hope more uniformity will make recommending the products less of a chore.
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.