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.
Robots will strike asset management firms first
By Julie Verhage, BloombergMass affluent investors and their advisors are the most likely to be affected by automatic financial tools, according to research from the CFA Institute.
April 29, 2016
Vanare|Nest Egg Partners With Quovo to Help Advisors Aggregate Client DataCombined solution will give advisors a deeper knowledge of how clients manage all of their finances, says Vanare CEO Cancro.
April 29, 2016
LPL Feeling Acquisitive in New Fiduciary Era; Q1 Sales Fall 9%The new DOL rule should squeeze cost structures for smaller competitors and lead to more opportunity for M&A, CEO Mark Casady says.
April 25, 2016
Timber Investing: ‘Green Before Green Was Cool’This long-term, environmentally sustainable investment is forecast to outperform stocks and bonds in GMO's latest seven-year outlook.
April 25, 2016
Will Robos Send Advisors the Way of the Travel Agent?Will advisors be disrupted by technology, as travel agents have? Or will more tech simply improve service, as with graphic design? That depends.
April 21, 2016
Negative rates seen pushing Japanese farmers into U.K. mortgagesAn analyst says banks have to buy risk assets to support their funding needs.
April 20, 2016
Raymond James' Q1 Profits Rise 11%, Beating EstimatesPrivate client net income also jumps 11% as assets and advisor headcount expand.
April 20, 2016
United Capital Opens Its Tech Tool Chest to Indie AdvisorsUnited Capital has launched FinLife Partners, a turnkey advice and planning platform that allows advisors to white-label the firm's proprietary tools.