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.
Future of Robo-Advice Is Bright, With a Catch: Report
By Julie VerhageDespite low barriers to entry, incumbents cast a shadow over startups.
October 19, 2016
Morgan Stanley Profits Surge, Top Estimates: Q3 EarningsThe wealth unit says its net income increased 11% year over year, while its pre-tax profit margin was 23%.
October 14, 2016
Wells Fargo, Amid Turmoil, Beats Estimates: Q3 EarningsAfter naming a new CEO this week in response to a scandal, Wells Fargo said its net income fell in the third quarter.
October 13, 2016
Voya falls most in 14 weeks as CFO leaves for role at S&P GlobalTwo recent executive departures could leave investors with questions about Voya's near-term future, one analyst said.
October 04, 2016
Henderson-Janus Merger Signals Fee Pressures Spurring M&AThe combined asset management firm, Janus Henderson Global Investors Plc, will have $320 billion in assets, plus Bill Gross.
October 01, 2016
A Stabilizing SectorMLP Equity Review Q216: MLPs, as represented by the Alerian MLP Index gained 19.7% during the quarter ended June 30, 2016.
September 30, 2016
The Rise of the Machines in Investment ManagementTechnology advances pose a threat to traditional investment managers, but successful firms will combine human judgment and creativity with computers analytical power.
September 29, 2016
Advisors’ Dilemma: Investor Expectations vs. Market RealityNatixis study finds a quarter of advisors plan a big change within 3 years due to client expectations, regulatory pressure.