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.
Securian to buy $16.4 billion asset manager from Stone Point
By Laura DavisonAsset Allocation and Management manages portfolios for insurance companies.
November 13, 2014
New Hire Roundup: SIFMA Elects New Board OfficersMeanwhile, global law firm Ropes & Gray announced that Debra Lussier has been promoted to a partner in the firms private investment funds practice
November 07, 2014
3 Reasons Robo-Advisors Are Taking OffRobo-advisors have proliferated, but why? Bill Doyle of Forrester Research gave three reasons during a Schwab Impact session.
November 07, 2014
What Advisors Can Learn From Robo-Advisors: Orion’s ClarkeRobo-advisors create a huge opportunity for traditional advisors, according to Eric Clarke, president of Orion Advisor Services.
November 04, 2014
What Low Oil Prices Mean for MLPsHow likely is it that MLPs will recover (and even outperform) after weakening tied to falling energy prices?
October 28, 2014
Ameriprise Beats Q3 Estimates, Posts Strong Wealth ResultsThe average yearly production level for its advisors is $483,000, up 13% from last year.
October 24, 2014
Focus Financial Strikes 6 Merger Deals for PartnersOne advisor acquisition came about through a discussion about succession planning, an executive says.