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.
Venture Capital Dealmaking Strong in First Quarter
By Michael S. FischerThe amount of invested in fledgling companies by the VC sector in Q1 rose to $27 billion globally, up from $18 billion a year ago.
March 31, 2015
SSgA Taps Former Fidelity Exec O’Hanley as New President, CEONew State Street Global Advisors head OHanley also spent 13 years in leadership positions at Mellon Bank and Bank of New York Mellon.
March 25, 2015
Lovell Minnick Sells Mercer Advisors to GenstarThe $6 billion RIA based in Santa Barbara, California, is set to have a new private equity owner.
March 16, 2015
Froude Steps Down as Head of Ameriprise Advisor GroupTwo senior execs, Bill Williams and Patrick O'Connell, are poised to step in to lead 9,672 FAs.
March 12, 2015
Robo-Advisors Rip Schwab’s New Robo-Advisory Over Fees, CashThe gloves have come off in the rock em, sock em field of robo-advice.
March 12, 2015
MetLife, Principal target Latin America for deals, expansionPrincipal and New York-based MetLife, the largest U.S. life insurer, are increasingly counting on emerging markets.
March 09, 2015
Raymond James Adds $1.9M Ex-Morgan Stanley TeamThe group of two reps managed about $150 million of client assets in Washington, D.C.
March 03, 2015
Court issues CoOportunity liquidation orderBrokers are supposed to keep all records related to CoOportunity.