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.
Private Client Group at Janney Adds 14 Advisors in Q3
By Marlene SatterIn addition, the firm opened a new office in Delaware.
October 15, 2018
Fidelity Rolls Out Crypto Trading and Custody FirmFidelity Digital Assets is aimed at institutional investors looking for a big-name platform provider.
October 12, 2018
Wells Fargo Posts Good News, Bad News: Q3 EarningsThe bank and its wealth unit improved profits, but WFA has lost over 1,000 reps since the fake-accounts scandal began.
October 03, 2018
How to Get and Stay Ahead in the Robo RaceIn the face of disruption, there are steps that financial professionals can take to stay at the top of their game.
October 01, 2018
United Capital's FinLife Partners Passes Growth MilestoneThe white-label platform also announced a new integration with Redtail.
September 28, 2018
Loring Ward Merging With Focus Financial-Backed Buckingham for $235MThe combined firm should work with 300-plus RIAs and have a combined $30 billion in assets under management.
September 27, 2018
RIAs Grow in Numbers and AUMThe number of firms and their level of assets under management continue to climb, the latest IAA and NRS report finds.
September 19, 2018
When Clients Push Back on Pricing: 5 Strategies for AdvisorsYou bring value to your clients in many ways that don't ring the cash register, but sometimes they just want to talk fees.