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.
12 Best & Worst Broker-Dealers: Q2 Earnings, 2015
By Janet LevauxThe financial sector boosted income 7% on average in the latest period as sales jumped 19% from a year ago.
August 20, 2015
A New Breed of Asset ClassNo one really knows where to put investment dollars anymore. Are investors looking for capital gains, or are they looking for income and safety?
August 19, 2015
Recruiting Roundup: UBS Picks Up Morgan Stanley RepsMeanwhile, LPL, Ameriprise and Wells Fargo reveal their latest recruiting coups.
August 19, 2015
Principal names Houston to expand $540 billion asset managerPrincipal Financial's new CEO says the company will build on its position in asset management, retirement and protection.
August 18, 2015
There’s Gold in Them Thar Hills. And Art. And Condos.Gold has taken a back seat to fine art and high-end residences as a store of wealth. Are you helping clients manage those assets' risk?
August 12, 2015
Robo-Advisors Will Need Humans — Yes, Humans — to Grow Business: CerulliNew research from Cerulli shows that consumers are not using technology to replace professionals outright.
August 11, 2015
Bronfman E.L. Rothschild, Highline Wealth Form $3.6B FirmNeal Simon, Highline's founder, will be CEO of the combined RIA group.
August 11, 2015
5 Trends Impacting LPL’s Results & IBD SpaceThe independent broker-dealer sees M&As, fiduciary matters and lower sales of alternative products ahead.