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.
PIMCO's $18 Billion Question: What Should Count as New Assets?
By John GittelsohnA change in how PIMCO accounts for reinvested dividends and capital gains helped it minimize an exodus of clients by about $18 billion last year.
March 01, 2016
How Advisors Can Stop Losing Clients’ Heirs as ClientsWith the U.S. on the cusp of a vast intergenerational wealth transfer, reaching out to clients inheritors is an increasingly valuable advisory skill.
February 25, 2016
How to Connect With Generation X So They’ll Stay Connected to YouThere is no one-size-fits-all solution for developing lasting client relationships with Gen X. Therefore, it is critical to be flexible in your service offerings.
February 18, 2016
What Investors Want More of, Besides PerformanceFee disclosure and reliable security are more important to retail investors than protecting their portfolios from losses, a study from the CFA Institute finds.
February 17, 2016
Why Robo-Advisors Will Fail: FinaMetricaPaul Resnik discusses how robo-advisors are failing to properly assess investors' risk tolerance.
February 17, 2016
RIA Aspiriant to Merge With $360M L.A.-Based FirmThis is the firm's second merger in the Golden State in the past four months.
February 16, 2016
10 Best & Worst Broker-Dealers: Q4 Earnings, 2015As stock markets hit turbulence, the performance of wealth firms begins to diverge.
February 12, 2016
Back to the Future for 401(k) Plan ParticipantsA 401(k) pioneer says the retirement plan market is progressing by offering fewer options, and more human interaction, to plan participants.