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.
Billion-Dollar RIAs' Annual Growth Tops 9%: Schwab
By Michael S. FischerLarge firms are likelier than their peers to have written strategic and succession plans in place.
October 09, 2020
Annual Growth Tops 7% for Small RIAs: SchwabOrganic growth contributed two times more to overall asset growth than it did for larger firms.
October 08, 2020
Morgan Stanley CEO Goes Hunting Again With $7B Eaton Vance DealJames Gorman's two latest mega-deals are the largest carried out by any of the big banks in Wall Street's post-crisis reincarnation.
October 08, 2020
Why Morgan Stanley's $7B Eaton Vance Deal Surprised AnalystsDeal includes Parametric — which offers separately managed accounts and direct indexing — and ESG investment provider Calvert.
October 08, 2020
Morgan Stanley to Acquire Eaton Vance in $7B DealMorgan Stanley Chairman and CEO James Gorman calls the combination "a perfect fit."
October 02, 2020
Here's the Firm Buying Stakes in Invesco and Janus HendersonNelson Peltz's investment firm, Trian, reportedly wants to merge the two companies to rival giant asset managers like BlackRock.
October 02, 2020
Raymond James Adds $678M Bank AdvisorsThe four registered reps joined Pinnacle Financial Partners from Wells Fargo and other firms.
October 01, 2020
Focus Financial Buying $1.6B Ohio-Based RIAThis is the firm's fifth "partner" deal so far this year and its 15th transaction of 2020.