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.
Global AUM for Investment Managers Increasing Faster Than Revenue
By Danielle AndrusFee pressure is keeping industry revenue down, while AUM increase is mostly due to market appreciation, a Casey Quirk benchmarking study shows.
July 07, 2015
UBS, Morgan Stanley lead wealth managers with record $2 trillionUBS Group AG and Morgan Stanley increased the assets they manage for the worlds wealthiest people to more than $2 trillion for the first time, according to a study.
July 07, 2015
UBS, Morgan Stanley lead wealth managers with record $2 trillionUBS Group AG and Morgan Stanley increased the assets they manage for the worlds wealthiest people to more than $2 trillion for the first time, according to a study.
July 06, 2015
Pension funding ratios improve as liabilities dropA drop in liabilities has improved pension funding ratios for the second quarter of 2015.
July 06, 2015
Pension funding ratios improve as liabilities dropA drop in liabilities has improved pension funding ratios for the second quarter of 2015.
July 06, 2015
Greece heightens solvency risk for Canadian pension plansAmid global equity market uncertainty fueled by Greece's debt crisis, the solvency ratio of Canadian pension plans declined.
July 02, 2015
New Hire Roundup: Merrill Adds Teams From Barclays, UBSIn addition, Intellectus joins Dynasty and Independent Financial Partners names Ned Van Riper as recruiting director.
June 25, 2015
The robots are coming: To put you in an index fundRobo-advisors are computer programs that ask clients questions online and set up portfolios. And, unlike many in the investment industry, they are fiduciaries.