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.
Stifel to Buy Ziegler Wealth, Add Up to 57 Advisors
By Janet LevauxThe broker-dealer could increase its level of client assets by some $5 billion.
October 10, 2017
RBC Taps New Wealth Consulting ChiefNate Angelo comes on board one week after the wealth firm tapped a new head of recruiting.
October 09, 2017
Where Investment Firms Are Heading With Tech in Next 5 Years: Roubini ThoughtLabThe report finds a clear correlation between investing in technology and generating higher revenue from digital channels.
October 08, 2017
7 Exclusions From the Fiduciary Rule ‘Investment Advice’ DefinitionThe rule, or something like it, could still take effect. Better be prepared.
September 28, 2017
Bridgewater’s Dalio: ‘Radical’ Methods, ‘Radical’ ResultsThe famed Bridgewater founder discusses with ThinkAdvisor the state of the markets, his advice for wealth managers and the embarrassing mistake that supercharged his career.
September 28, 2017
Raymond James Taps New Exec in IndianaPatrick ODonovan has led branches and other operations for Smith Barney, Morgan Stanley and other financial firms for the past 32 years.
September 25, 2017
Sizing Up QE Now That It’s EndedDid quantitative easing do any good? It probably helped end the Great Recession, though we'll never know for sure.
September 22, 2017
Raymond James Adds $170M Morgan Stanley Duo, Shares Financial UpdateThe firm boosted assets, fees and commissions in August and in September had "elevated expenses" tied to Hurricane Irma.