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.
Wells Fargo Q1 Profits Drop 90%
By Janet LevauxThe number of advisors fell by 378 from last year; meanwhile, JPMorgan's net income declined nearly 70%.
March 27, 2020
Morgan Stanley Delays Change to Comp GridBut other planned changes, such as one tied to its small-household policy, will be instituted on May 1.
March 23, 2020
Blockchain Investing Opportunities Your Clients Should Know AboutAdvisors who are aware of these opportunities can keep their clients well-positioned for the future.
March 12, 2020
Wells Fargo Advisors Raises Required Asset Level for Fee WaiverIn September, the asset level required to avoid the fee will be raised from $250,000 to $500,000.
March 05, 2020
Stifel, Ameriprise Nab Reps From Merrill, Wells FargoMeanwhile, LPL Financial and Raymond James share details on their latest hires.
February 27, 2020
Should You Call Clients When the Market Tanks? Of Course!Here are 10 reasons why you should pick up the phone.
February 20, 2020
Motive Partners Finalizes Fiserv Deal, Plans RebrandingThe private equity firm has bought a majority stake in Fiserv's Investment Services unit and renamed it Tegra118.
February 19, 2020
Can Legg Mason Deal Bring Franklin Back to Its 'Glory Days'?The fund firm has been stuck near $700 billion in assets under management for the past 18 months vs. a peak of $921 billion in mid-2014.