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.
3 Ways to Make Asset Transitions That Help Your Clients and Your Business
By Michael CampHow assets are transitioned can make the difference between client satisfaction and client turnover.
August 04, 2025
GeoWealth Gets $38M Infusion, Plans UMAs for AdvisorsApollo and GeoWealth formed a partnership to expand access to customizable public-private model portfolios for RIAs.
August 01, 2025
Fidelity Taps Vestmark for New Custom Model PortfoliosThe custom models can include semi-liquid interval funds, SMAs, ETFs and mutual funds within a single custodial account.
July 30, 2025
AssetMark Moves to Expand Growth With RIAs, Private MarketsGroup CEO Lou Maiuri explains what's next for the firm — including at its newly designated “East Coast hub.”
July 25, 2025
AssetMark to Offer Alts in Q4The move will add private assets to AssetMark’s managed solutions and discretionary programs.
July 24, 2025
UBS Ditches BlackRock’s Aladdin PlatformThe bank ended the agreement earlier this year and is moving key elements onto its own systems.
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.