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.
These Financial Firms Are Cutting Jobs Amid 2019 Market Turmoil
By Shelly HaganIn addition to BlackRock, State Street, Morgan Stanley and some non-US firms are laying off employees.
December 27, 2018
ETFs Saw Growth in November: CerulliETFs finally saw inflows on the positive side in November, although it wasn't exactly a number to boast about. According to the December…
December 11, 2018
Mercer Advisors Acquires Bell Wealth ManagementBell Wealth has $200 million in AUM.
December 04, 2018
Raymond James Taps New Head of Northeast Indie ChannelShannon Reid will oversee Raymond James Financial Services operations in 12 states and the District of Columbia.
December 04, 2018
JPMorgan: Cash Better Than StocksFor the first time in a decade, investors can benefit more from safe, liquid securities than from the S&P 500 Index, adjusted for volatility, according to the bank's asset management team.
November 29, 2018
4 Innovative Pricing Structures for Wealth Management ServiceAn increasing variety of fee structures is a boon for previously underserved clients — or in this case, advisors.
November 27, 2018
Baird Buying Hilliard Lyons and Its 380 AdvisorsThe deal could result in a firm with nearly 1,300 financial advisors and some $250 billion in client assets.
November 21, 2018
How the World's Most Successful Entrepreneurs InvestEquities were U.S. entrepreneurs' top allocation, beating out even their own businesses, BNP Paribas reports.