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.
5 Trends Impacting LPL’s Results & IBD Space
By Janet LevauxThe independent broker-dealer sees M&As, fiduciary matters and lower sales of alternative products ahead.
August 04, 2015
Curian Closure Has Rivals Ready to StrikeAs the firm, with $12 billion in assets, prepares to shutter, competitors are clamoring for its clients and advisors.
July 30, 2015
New Hire Roundup: Mercer Adds ExecsAlso, Doug Dachille joined AIG as chief investment officer, while Kent Weaver returned to Glenmede, and J. Keith Morgan joined TIAA-CREF.
July 28, 2015
AIG Names Dachille to manage $350 billion, will acquire his firmDachilles 20-employee firm oversees funds for third parties such as banks, pensions, family offices and endowments.
July 23, 2015
Moynihan Tightens BofA Grip as Friction Said to Spur ShakeupBank of America CEO Brian Moynihan named the fourth finance chief of his tenure in a broad shakeup as he seeks to reverse shrinking revenue.
July 23, 2015
Raymond James, Ameriprise Beat Estimates on Strong Advisor ResultsRaymond James boosts private client revenue 9%, while Ameriprise improves wealth profits 13%.
July 17, 2015
U.S. Investors Prefer Active Management to Navigate Volatility: MFSNearly three-quarters of U.S. professional investors look to active managers for capital protection.
July 16, 2015
Is Asia-Pacific Timberland a Growth Sector?Investors who follow wood and wood products know the market forces affecting the sector are many and varied.