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.
For HNW Clients, Digital Convenience Is No Substitute for a Personal Connection
By Angela PecoraroResearch shows that better investment outcomes aren't enough for advisors to increase HNW client satisfaction and retention.
August 20, 2019
Acquisitions and Closings Mean Fewer Independent Robo-AdvisorsThe latest deal: Capital One's purchase of United Income.
August 14, 2019
First-Half Advisor M&A Surge Continues in July: FidelitySeven RIA deals took place in July, including the sale of Wealth Enhancement Group, with nearly $12 billion in AUM.
August 06, 2019
What US-Based RIAs Can Learn From Their UK CounterpartsPershing's Mark Tibergien and Geoff Towers discuss how advisor regs overseas could shape future U.S. rules.
August 06, 2019
MIT Sued Over Alleged 401(k) Quid Pro Quo With FidelityPapers filed Monday allege that MIT took actions favoring Fidelity while expecting donations in return.
July 26, 2019
Merrill Launches Content Sharing PlatformClients of all ages are increasingly embracing the company's digital platforms, it says.
July 26, 2019
How Will Schwab's USAA Deal Affect Advisors?Michael Kitces, Chip Roame, Jeff Levine and Jon Henschen weigh in on the $1.8 billion purchase.
July 25, 2019
Schwab to Buy USAA's Brokerage BusinessThe $1.8 billion deal comes less than two weeks after talks about such a deal were first reported.