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.
Raymond James Wrestling With Subscription Model
By Janet LevauxCEO Paul Reilly says that robo-advice "is table stakes" and ponders how the firm could raise its game.
June 27, 2019
2019 Asset Manager Awards: Copeland Capital Management, Small Cap Dividend Growth StrategyEnvestnet uncovers the portfolios that outperform in different environments.
June 27, 2019
New Channels, Locations for IBDsMeanwhile, Bank of America Merrill Lynch is rolling out a new hybrid-advice program.
June 27, 2019
2019 Asset Manager Awards: Frontier Asset Management, Fund Strategist ModelEnvestnet uncovers the portfolios that outperform in different environments.
June 24, 2019
Merrill Advisors Leave for Janney, AmeripriseThe advisors and teams had a combined $772 million in assets under management.
June 20, 2019
Advisors are Bearish on Markets, Bullish on Their Own GrowthThese are among the key findings of the latest Independent Advisor Outlook Study from Schwab Advisor Services.
June 10, 2019
Why Investors Should Own European, UK Stocks Despite Gloomy HeadlinesAbandoning the region may be an unwise investment strategy, but investing indiscriminately may be equally unwise.