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.
VC Investment in Fintech Rises to $1.2 Billion in US: KPMG
By Michael S. FischerRobo-advisory, artificial intelligence and data analytics look to be hot investment areas next quarter, KPMG said.
April 19, 2017
Will Robo-Advisors Be Terminated?The once great disrupters seem to have met their limitations. What should advisors expect from this technology now?
April 18, 2017
BofA Profit Jumps in Q1 as Wealth Unit’s Asset Flows Top $29BThe number of advisors in the Thundering Herd, though, falls below 14,500 as more reps retire.
April 14, 2017
HighTower to Buy $6.4B RIA Aggregator WealthTrustThe larger advisor rollup firm says it added a $75 million credit facility to fund its largest deal to date.
April 13, 2017
Bill Gross: Can Trump Give Us 3% Growth?We have more technology but also low investment levels and growing global tensions, which make dreaming of a bygone era complicated, Janus Gross says.
March 28, 2017
United Capital’s FinLife Partners Reaches $3B in Less Than a YearThe wealth management operating system is an answer to consumers' desire to have digitized financial services.
March 27, 2017
Nuveen Names Vijay Advani Its New CEOAdvani, Nuveen's current president and COO, will replace Rob Leary, as of April 21.
March 24, 2017
Hearsay Launches AI-Powered Compliance Platform: Tech RoundupHearsay has enhanced its enterprise compliance platform to use predictive analytics to separate actual compliance risks from false alarms.