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.
BlackRock says property bets, lending lure yield-hungry insurers
By Katherine ChiglinskyInsurers are turning to alternative credit investments, such as direct lending, to diversify returns and boost income.
October 21, 2015
Recruiting Roundup: UBS, Wells Fargo, Merrill Add Reps, TeamsMeanwhile, Raymond James announces its latest bank affiliate, and HighTower brings on a new wealth group.
October 21, 2015
‘Late to the Game,’ Wells Fargo Wins Deal to Recruit Credit Suisse RepsThe wirehouses and other firms are competing fiercely for some 300 wealth managers from Credit Suisse, which is closing its U.S. private banking unit.
October 21, 2015
5 Reasons Most Robo-Advisors Are Not, in Fact, AdvisorsEvery advisor should read Melanie Feins report highlighting robos shortcomings, Bob Clark writes, suggesting "digital brokerage platforms" would be a better name.
October 21, 2015
Wells Fargo reaches agreement to add Credit Suisse advisersWells Fargo, the largest U.S. bank by market value, is seeking to boost the smallest of its three main divisions.
October 14, 2015
Recruiting Roundup: Merrill Attracts $3.5B Group, as UBS Draws $1B TeamMeanwhile, Wells Fargo helps an ex-UBS group go independent, and Summit Trail gains a former-Barclays Wealth team
October 13, 2015
Are robo-advisors risky?Robo-advisors, a new study says, should be approached with caution by retail and retirement investors looking for personal investment advice. Here's what you need to know.
October 06, 2015
Apollo-backed Athene delays IPO plan while seeking CFOWeve determined its in our best interest to target a filing early next year, Chief Executive Officer Jim Belardi said in a conference call.