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.
Aberdeen to Buy FLAG Capital
By Janet LevauxThe move expands the asset manager's reach in the alternatives business and among investors in Asia.
May 14, 2015
Wells Fargo Adds Morgan Stanley Reps; LPL Picks Up Team From JPMorganAlso, an LPL affiliate forms an RIA partnership to attract new reps to its network.
May 14, 2015
12 Best & Worst Broker-Dealers: Q1 Earnings, 2015Heres how some of the biggest firms earnings compared over the first quarter.
May 06, 2015
Morgan Stanley, Raymond James Recruit Big Teams From RivalsIn addition, Cetera Advisors says it is now providing services to a large group that advises pro athletes.
May 05, 2015
UBS Is Having Its Best Day in YearsProfit doubled last quarter for the Swiss bank, and wealth-management Americas' earnings rose close to 5%.
May 04, 2015
The Robo-Advisors of the Health Care WorldHealth care is undergoing a transition that might sound familiar to advisors who are watching the robo-advisor space: consumers using online tools and mobile devices to control more of their health on their own.
May 01, 2015
HNWs Worry About Unintended Consequences of a Big InheritanceMany wealthy people worry that too large an inheritance will discourage family members from reaching their full potential, a Merrill study finds.
May 01, 2015
AIG weighs too-big-to-fail off-ramp taken by GE, Hancock saysAIG CEO Peter Hancock says the insurer has undertaken measures to align company risk with regulators goals.