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.
4 Uncommon Advisory Fee Structures
By Emily ZulzAUM fees aren't one size fits all. How should advisors charge for small accounts? Should they charge a financial planning fee? SEI weighs in.
December 31, 2015
Who Wins, Who Loses With New DOL Rule? $3 Trillion in PlayMorningstar's Stephen Ellis looks at the costs, benefits of DOL fiduciary rule, says $3 trillion in assets will be affected.
December 28, 2015
These Will Be Wall Street’s Most In-Demand Jobs Next YearJob cuts and shrinking bonuses dominated headlines from Wall Street this year, so its easy to forget pockets of the industry are booming.
December 28, 2015
These will be Wall Street’s most in-demand jobs next yearTop-producing financial advisors have never been more in demand.
December 28, 2015
Why Investors Shouldn’t Ignore the Power of the SunHow the latest $1.1 trillion spending bill will help boost investment in solar energy.
December 21, 2015
American Century sale proceeds seen helping CIBC on other dealsBuying a stake in American Century would be Nomura Holdings biggest overseas investment since 2007.
December 14, 2015
9 Lessons From Third Avenue FreezeThe junk bond fund's withdrawal restriction raises questions about its investment strategy as well as market liquidity more generally, Mohamed El-Erian of Allianz writes.
December 11, 2015
No one knows how messy the Fed increase could getAs the Fed prepares to raise interest rates from near zero as soon as next week, bond investors are on edge.