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.
Morgan Stanley CEO: Zero Commissions Won't Hurt Advisory Fees
By Janet Levaux"The advice pricing holds up as long as clients are getting value," CEO James Gorman said.
October 10, 2019
RIA Captrust Adds $1.5B Boston Advisors' GroupThe deal comes less than two months after the purchase of South Texas Money Management, which has assets of $3.7 billion.
October 08, 2019
Financial Services Firms Struggle With Data ManagementIn a survey, most firms said they were considering a centralized data hub, though none had one currently.
September 24, 2019
The RIA Business Is Changing in a Big WaySEC-registered advisory firms just reported a 26% jump in clients to 43 million, boosted partly by digital advice.
September 19, 2019
Keel Point Locks Onto Organic GrowthThe wealth management firm is "not driven to just grow for the sake of growing," an exec tells ThinkAdvisor.
September 19, 2019
RBC, Merrill Tap New Execs: Recruiting RoundupMeanwhile, Wells Fargo FiNet says it has added more than 87 advisors with $11.5 billion of client assets this year.
September 12, 2019
How the RIA Business Is Changing, in 4 ChartsMore firms and employees, but also more assets, are concentrated among fewer firms.
September 05, 2019
Oren Klaff: How to Persuade Clients Without Being PushyThe bestselling author tells ThinkAdvisor how to help prospects or clients discover an idea as if it were their own.