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.
Global Sustainable Investment Assets Grew by a Third in 2 Years: Report
By Michael S. FischerESG is the biggest category of sustainable investments in the U.S., while Europeans tend to prefer exclusionary screens, the report finds.
March 25, 2019
Steward Adds Merrill Team in New HampshireThe partnership, which is associated with Raymond James, announces its latest recruiting news just a week after it opened a branch in Dallas.
March 20, 2019
Advanced Analytics Turbo Charge Advisor Efficiency, PerformanceThe future is now, according to a new McKinsey paper that outlines how asset managers are enhancing their businesses.
March 20, 2019
As Cash-Back ETF Hits Market, Signs of Trouble EmergeAs average fees fall toward zero, "It could actually backfire" for asset managers, says an analyst at Bloomberg Intelligence.
March 05, 2019
Woodbury Adds 64% of Questar Reps, 86% of AUMBut could the growth of the IBD and its sister firms prompt the private equity owner to consider a sale?
February 27, 2019
In the Advisory Space, Bigger Is Better for Growing Market ShareA new Cerulli report shows that the biggest firms keep gobbling up a bigger share of assets.
February 27, 2019
Raymond James Nabs Morgan Stanley Complex ManagerVeteran complex manager Bill Drew will now lead the employee channel in the greater Boston area; meanwhile, the firm moves to acquire 100% of asset manager ClariVest.
February 22, 2019
Sales Practice Risk in the Digital Era, Part 2: Mitigating the RiskHere's how advisors should address these risks amid an ever-changing regulatory landscape.