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.
Wells Fargo's Wealth Chief to Retire
By Janet LevauxThe news comes two months after a report of gender-bias complaints at a business he leads.
October 31, 2018
UBS on Hunt for Asset Management DealsAs the firm aims to boost scale, its likely targets may include U.S. and U.K. asset managers focused on retail clients and specialized asset managers in areas such as real estate, sources say.
October 26, 2018
4 Years After Its Acquisition, How Is Nuveen Doing?Since TIAA acquired the asset manager, Nuveen has made a number of changes.
October 26, 2018
Mutual Fund Fees to Fall Nearly 20% by 2025: PwCAUM will continue to rise, the consultancy reports.
October 25, 2018
UBS Wealth to Make Biggest Tech Overhaul Since Paine WebberThe wirehouse is working with Broadridge to revamp back-office functions and streamline management of multiple accounts for ultra-wealthy clients.
October 18, 2018
Private Client Group at Janney Adds 14 Advisors in Q3In addition, the firm opened a new office in Delaware.
October 16, 2018
Morgan Stanley Wealth Unit Profit Rises 30% in Q3The wealth group has 15,655 advisors, up 23 from the prior quarter but down 104 from a year ago.
October 15, 2018
TD Ameritrade Now Educating Investors With VRThe virtual reality tool is intended to show investors what stock and options exchanges, as well as a Bitcoin mine, are really like.