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.
Advisors Get More Time for Clients When Outsourcing Investment Management
By Michael S. FischerNorthern Trust survey shows financial advisors who use third-party managers have a highly positive view of outsourcing.
September 19, 2016
MassMutual seeks asset-management deals ‘constantly,’ CEO saysMassachusetts Mutual Life Insurance Co. Chief Executive Officer Roger Crandall has been reshaping the Springfield, Massachusetts-based insurer.
September 19, 2016
MassMutual seeks asset-management deals ‘constantly,’ CEO saysMassachusetts Mutual Life Insurance Co. Chief Executive Officer Roger Crandall has been reshaping the Springfield, Massachusetts-based insurer.
September 14, 2016
$550M Merrill Team Goes Indie With Dynasty in FloridaAlso, Raymond James and Wells Fargo add several Morgan Stanley reps; Pavilion Financial to buy Jeffrey Slocum & Associates.
September 14, 2016
Envestnet’s Bergman: Robo-Advisors, Automation Critical for RIAs’ SuccessBergman makes the case that a robo-advisor plus a human advisor equals better client outcomes.
September 07, 2016
If You Can Commoditize Asset Management, Will Advisors Be Next?Scott MacKillop's First Ascent's fee structure could be a game-changer for TAMPs. Can it apply to advisor fees as well?
September 06, 2016
Morningstar Names Kapoor as CEO, and DOL Fiduciary Rule Is on His MindMorningstars board of directors appointed Kunal Kapoor, the current president of the Chicago-based research firm, as its new CEO.
September 01, 2016
Risk Is Not a NumberInvesting in todays markets can be volatile. How can we quantify, measure and protect against risks and importantly, what opportunities does risk present?