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.
Here's the Key to Attracting New Clients: Schwab
By Emily ZulzFirms that use this strategy win 26% more new clients than those that don't, Jonathan Beatty tells ThinkAdvisor.
June 28, 2018
Highlights From the 2018 Asset Manager of the Year AwardsInvestment Advisor and its partner Envestnet | PMC honored a group of stellar portfolio managers and advisors at the Envestnet Advisor Summit held in May in New Orleans.
June 28, 2018
Asset Manager of the Year Todd Gervasini on Finding 'Pockets of Inefficiencies'The Wakefield Large Cap Equity Strategy relies on team members who "think the Wakefield way and not the typical Wall Street way."
June 22, 2018
Investors Demand Nestle, Pepsi and Others Cut Plastic UseHermes Investment Management, Impax Asset Management, NEI Investments and Walden Asset Management are among a $1 trillion-in-assets group demanding change.
June 21, 2018
Guggenheim Said to Weigh Sale of Stake in $250 Billion ManagerScott Minerd says insurers get the best results when they buy minority stakes in asset managers.
June 07, 2018
BNY Mellon Wealth Names New CEOCatherine Keating was an executive at JPMorgan Chase for nearly 20 years and most recently led Commonfund.
June 01, 2018
7 Conclusions From the Spring Frenzy of Financial ActivityI binge-watched a slew of investor conferences and portfolio manager meetings. Let me catch you up.
May 31, 2018
United Capital Taps New Chief Investment OfficerKara Murphy comes on board from SunAmerica Asset Management.