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.
How to Reach Out Digitally to Your Clients’ Children
By Justin WiszEven advisors who believe their personal and professional relationships with clients couldnt be stronger are likely leaving relationships untapped and assets on the table.
June 21, 2016
DOL Fiduciary Rule: Who Wins, Who LosesMorningstar's Michael Wong outlined research that quantifies the positive and negative effects of the DOL fiduciary rule.
June 06, 2016
Regulators Worldwide Zero In on Investment ManagementThe fee-driven culture of the financial industry is under particular scrutiny, even outside the U.S., as are robo-advice and cybersecurity, KPMG says.
June 03, 2016
Smart Beta Indexes Are Everywhere NowSeventy-two percent of respondents in FTSE Russell's global survey said they were using or considering smart beta, up from 44% last year.
June 01, 2016
Why Clinton, Trump & El-Erian Are Wrong on Economy: First Trust EconomistIt is time to stop talking about a new normal, says Brian Wesbury, chief economist of First Trust Advisors.
May 27, 2016
Raymond James to Add 72 Reps in CanadaIts Canadian unit is buying 3Macs, an investment firm with some $5 billion in assets.
May 26, 2016
New York REIT Shares Plunge After Analysts Question AcquisitionShares have been hurt since founder and ex-board member Nicholas Schorsch became embroiled in a 2014 scandal over accounting problems at another firm.
May 25, 2016
Recruiting Roundup: Merrill Lynch Picks Up $1.7B Reps From RivalRaymond James and Woodbury also announced their latest recruits.