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.
10 Best & Worst Broker-Dealers: Q2 Earnings, 2017
By Janet LevauxMost large financial firms with broker-dealer operations have reported their results for the quarter.
July 21, 2017
UBS Announces Strategic Partnership With iCapital: Tech RoundupEarlier this month, UBS announced that it has invested an undisclosed amount in online alternatives platform iCapital.
July 13, 2017
LPL Names 20 Fund Families on New Fiduciary-Friendly PlatformSome familiar names make the list of no-load mutual funds that will be offered, with several notable exceptions.
July 13, 2017
Fitch: Robo-Advice a Net Positive for Wealth ManagersAutomated advice should allow for better client interactions and better client segmentation, Fitch analysts say.
July 11, 2017
MetLife Sees Fortress Deal as `Jump Start' for Asset ManagementThe company could make more asset-management deals.
July 10, 2017
How to Move Upmarket With Clients and AssetsA new Cerulli report suggests ways for advisors to identify mass affluent clients who have the potential to accumulate millions more in assets.
July 05, 2017
No Robo-Advisor Will Ever Truly Master Client ServiceFew moments in wealth management history have demonstrated the need for a human touch more profoundly than the events of this past year.
June 23, 2017
Financial Advisor Performance Data Is Biased, Many Investors SaySome investors compare advisor reports to a school report card written by the student, Phoenix Marketing says.