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.
Personal Capital Has a New CEO
By Bernice NapachBill Harris, who founded the firm, steps down but remains chairman, as Personal Capitals COO takes over as CEO.
April 18, 2017
BofA Profit Jumps in Q1 as Wealth Unit's Asset Flows Top $29BThe number of advisors in the Thundering Herd, though, falls below 14,500 as more reps retire.
April 14, 2017
HighTower to Buy $6.4B RIA Aggregator WealthTrustThe larger advisor rollup firm says it added a $75 million credit facility to fund its largest deal to date.
April 13, 2017
Bill Gross: Can Trump Give Us 3% Growth?We have more technology but also low investment levels and growing global tensions, which make dreaming of a bygone era complicated, Janus Gross says.
March 28, 2017
United Capital’s FinLife Partners Reaches $3B in Less Than a YearThe wealth management operating system is an answer to consumers' desire to have digitized financial services.
March 27, 2017
Nuveen Names Vijay Advani Its New CEOAdvani, Nuveen's current president and COO, will replace Rob Leary, as of April 21.
March 24, 2017
Hearsay Launches AI-Powered Compliance Platform: Tech RoundupHearsay has enhanced its enterprise compliance platform to use predictive analytics to separate actual compliance risks from false alarms.
March 06, 2017
Deutsche Bank Turnaround Plan Gets Mixed Investor ReviewShares drop on news of $8.5 billion stock offering and job cuts; key investor said to be undecided about participating in sale.