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.
Top 20 richest colleges of 2014: the biggest endowments
By Dan BermanHealthy investment returns allow schools to fund a larger portion of their budgets from endowments.
April 23, 2015
Robo-Advisors a Potential Threat but Coexistence Is Possible: SurveyAdvisors are "not sure if robo-advisors are their enemy, friend or frenemy," says Todd Clarke, CEO of CLS Investments.
April 22, 2015
Ameriprise Earnings Disappoint but Assets Under Management GrowAdvisor fees and commissions at Ameriprise rose 11% to $505,000 per capita.
April 17, 2015
Human advisors vs. robo-advisors: Will ethics trump compliance?While robo-advisors may be great at compliance and transparency, they may still fall short regarding ethics.
April 17, 2015
Human advisors vs. robo-advisors: Will ethics trump compliance?While robo-advisors may be great at compliance and transparency, they may still fall short regarding ethics.
April 16, 2015
New Hire Roundup: Ken Fisher Isn’t Retiring, He’s Dropping a TitleReports of Fishers imminent retirement were exaggerated. Meanwhile, asset management firm TCW Group announced that Heather Conforto Beatty joined as SVP.
April 14, 2015
Wells Fargo Sees Q1 Profit Drop on Weaker Bank ResultsMeanwhile, wealth and brokerage operations boost net income 18% in the period.
April 13, 2015
Focus Adds Wealth Group in Canada; United Capital Picks Up 2 FirmsEach firm acquires groups of advisors with more than $600 million in client assets.