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.
Bruton's Lucia Capital Seals First Deal, Adds $170M in Assets
By Janet LevauxThe group, led by ex-LPL exec Derek Bruton, acquires client assets and two professionals; plans more purchases.
September 22, 2014
Morningstar Launches Smart Beta Ratings SystemAt its ETF Conference, Morningstar introduces a smart betaor "strategic beta" in Morningstar parlanceexchange-traded product classification system.
September 17, 2014
Wells Fargo adds 11 California reps with $1B in AUMThe wirehouse taps a new communications chief, as independent firms hire recruiters, portfolio managers.
September 17, 2014
Wells Fargo adds 11 California reps with $1B in AUMThe wirehouse taps a new communications chief, as independent firms hire recruiters, portfolio managers.
September 15, 2014
NextCapital Launches 'Digital Advisor' for 401(k)sNextCapital Group has launched a digital platform that will help advisors bring managed accounts to 401(k) participants.
September 15, 2014
Schwab, TD Ameritrade Report 3% Monthly UptickTD Ameritrade also says it has expanded its online education site for RIAs.
September 12, 2014
Wells Fargo Adds 11 California Reps With $1B in AUMThe wirehouse taps a new communications chief, as independent firms hire recruiters, portfolio managers.
September 05, 2014
Morgan Stanley, Raymond James Add $1M-Plus Reps, TeamBaird hires a branch manager from Wells Fargo in Philadelphia.