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.
Carson Group Adds $2B in Committed Assets in Q1
By Emily ZulzThe firm added 17 new partner firms in Q1; existing partner firms saw a big average uptick in assets.
April 17, 2018
New York Attorney General Probes Cryptocurrency Trading PlatformsAG Eric Schneiderman wants major cryptocurrency platforms to provide disclosure about operations, internal controls and safeguards to protect customer assets.
April 12, 2018
Elite Advisor Firms Aren't Feeling Fee Pressures: PershingLarge firms' biggest challenge in 2018 is hiring and development of talent, Pershing found in a poll.
April 10, 2018
Woodbury Buys $10B Capital One Advisory UnitThe transaction could add more than 50 advisors to Woodbury and give it nearly $50 billion in assets.
April 10, 2018
Why Advisor Independence Remains StrongSchwab offers an encouraging survey of the industry it helped to create.
April 08, 2018
Prudential's Asset-Management Unit Isn't Worried About Trade FightPGIM investment strategists assume cooler heads will find some kind of middle ground.
April 03, 2018
Turn These 5 Business Threats Into OpportunitiesFee compression, aging clients and more: These threats are coming. Here's how to meet them head on.
March 30, 2018
The Cryptocurrency Shakeout, Corporate America and BlockchainSpeculation in cryptocurrencies is underpinned by rapid technology adoption and testing by U.S. corporations