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.
Fidelity Reports Web Issues Day After Robo-Advisor Sites Crash
By Brandon Kochkodin, Suzanne Woolley, Ben StevermanFidelity Investments had intermittent issues with its website a day after robo-advisors struggled in the market rout.
January 19, 2018
Merrill Lynch vs. Morgan Stanley: Q4 Wealth ResultsWhich group has more advisors? Which has more assets?
January 10, 2018
Robo-Advisors Key to Snagging Millennials for Wealth ManagersBy automating services, millennials, and those with lower incomes, may find it easier to invest.
January 05, 2018
Wealthfront Raises $75M From Tiger Global, Other InvestorsWealth management startup gains new investor in funding round; competition is growing as startups target milennials online.
January 04, 2018
Wirehouses Say No to BitcoinMerrill Lynch, Morgan Stanley, UBS and Wells Fargo have banned sales of futures and trusts tied to the cryptocurrency.
January 03, 2018
Global Markets Are Less Stable Than They AppearMaybe all those years of 'calm' have just let big problems get bigger.
December 28, 2017
Raymond James Adds $555M Wirehouse Reps in WestThe advisors moved from Merrill Lynch and Morgan Stanley; they come on board in Hawaii, California and Texas.
December 28, 2017
Asset-Backed Bonds Getting Too Rich for Some Investors' TastesIt all looks good, for now. But what if there's a 'macro hiccup'?