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.
John Bogle Warns: Vanguard Is Getting Too Big
By Bernice Napach"Economies of scale just can't keep going on much longer," the founder and former CEO of the mutual fund giant says.
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.
September 21, 2017
5 Big IBD Deals Dwarf RIA Mergers in 2017Five large IBDs are helping to shape the IBD channel into a concentration of a small number of large firms, Fidelity reports.