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
By Emily ZulzSchwab benchmarking study finds that firms use winning strategy to attract 26% new clients than those who don't
July 23, 2018
Maybe the Future of Fund Management Isn't So BleakAssets are growing, and firms seem to be adapting to the squeeze on fees.
July 20, 2018
Carson Group Invests In and Adds $1.1B Texas TeamPinnacle Financial Group, led by Michael David, will change its brand but not its broker-dealer in the process.
July 19, 2018
Bigger Is Better, but More Complicated, for RIAs: CerulliBeyond the $1 billion asset threshold, RIAs require an "entirely new set of competencies to remain competitive," Cerulli says.
July 13, 2018
Robo-Advisor Hedgeable Is Closing. Who's Next?The "market of independent automated investment services is saturated," Bill Winterberg says.
July 12, 2018
Here's the Key to Attracting New Clients: SchwabFirms that use this strategy win 26% more new clients than those that don't, Jonathan Beatty tells ThinkAdvisor.
July 11, 2018
AUM Tracking Survey Posts First Drop Since 2015An SS&C survey that tracks 15 publicly traded asset managers found a drop in Q1.
July 10, 2018
Goldman Leans on Dealmakers for Wealth Management AmbitionsBank seeks $5 billion in new revenue over the next three years; the firm now has a mere 2% of the ultra-high net worth market.