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.
Raymond James Adds 2 Teams; Wells Fargo Nabs Breakaways: Recruiting Roundup
By Janet LevauxMeanwhile, LPL Financial attracts affiliated advisors from rival IBDs, as RBC hires a longtime Merrill advisor with long career at Merrill Lynch.
December 05, 2016
Jefferson National Study Profiles Investors and Financial AdvisorsShared characteristics and preferences can lead to alignment of interests.
December 01, 2016
Which Robo-Advisors Are Best? To Find Out, an RIA Invests in ThemCondor Capital, a New Jersey-based RIA, invested in about a dozen robo-advisors to measure their comparable performance.
November 25, 2016
Raymond James Adds 3 Texas Reps, Shares October ResultsThe firm attracts the independent advisors from rival LPL Financial in different parts of the Lone Star State.
November 21, 2016
12 Best & Worst Broker-Dealers: Q3 Earnings, 2016After two weak quarters, the financial sector begins to see better results.
November 17, 2016
Are Robo-Advisors Really Better Fiduciaries Than RIAs?Yes, digital advice platforms offer low fees, but is that enough to make them superior fiduciaries, or even fiduciaries at all?
November 14, 2016
Top 10 Funds in 401(k)sWhen it comes to outfitting their 401(k) plan menus, sponsors suffer no shortage of options.
November 01, 2016
Wealthfront CEO Steps Aside and Co-Founder Takes OverWealthfront said that Adam Nash has stepped down and been replaced by Andy Rachleff, one of the companys co-founders.