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.
Momentum Growing for Robotics at Asset Servicers
By Keith Caplan, Alan SchneiderAcross the asset servicing industry, software robots are already improving efficiency and de-risking manual processes.
January 26, 2017
Merrill Lynch Nabs $4.5M UBS Team in Texas: Recruiting RoundupMeanwhile, Raymond James, Ameriprise, Focus Financial and Kestra add advisors, managers and more.
January 24, 2017
9 Best Robo-Advisors for ConsumersIndustry giants fall short of independent startups in the robo race, according to NerdWallet.
January 17, 2017
Morgan Stanley Q4 Profits Double, but Wealth Group Misses TargetCEO James Gorman says the firm's wealth management operations will produce better results this year.
January 17, 2017
Trump Advisor Scaramucci Sells SkyBridge CapitalAnthony Scaramucci will step down immediately from his role as co-managing partner and will no longer be affiliated with SkyBridge.
December 22, 2016
Crossing the Digital DivideNew years are customarily accompanied by resolutions and United Capitals Joe Duran recently gave advisors three years worth.
December 21, 2016
Climate Change Is Real: The Investing ImplicationsWe can avoid arguing about the causes of climate change and simply put our money to work in companies that deal with the consequences.
December 20, 2016
Calamos to Become Fully Private Money ManagerThe company strikes a deal to sell its remaining minority stake to two executives for $8.25 a share.