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.
4 reasons to use a trust to preserve assets
By Melanie WaddellWealthy families far below the estate tax threshold are increasingly using trusts to protect, manage and grow assets.
August 25, 2014
American Century Exec NamedAmerican Century Investments tapped Glen Casey, formerly with Goldman Sachs, as senior vice president and global head of products early Monday.The fund…
August 25, 2014
Wells Hires Digi ChiefWells Fargo Advisors tapped Devon McConnell to head of WFA Digital, a new post that reports directly to WFA President Mary Mack starting in August. McConnell…
August 25, 2014
Andy Friedman: 4 Reasons to Use a Trust to Preserve AssetsFamilies far below the estate tax threshold are catching on to the benefits of trusts, political analyst and tax expert Andy Friedman says.
August 13, 2014
Global Venture Capital Investors Enthusiastic About U.S.Global investor confidence in the U.S. has increased significantly thanks to favorable markets and abundant opportunities, according to a survey.
August 11, 2014
Smaller Asset Management Firms Can Have Big BrandsJust ask PIMCO: smaller firms that punch above their weight can leverage their brand better than larger firms that have lost momentum, consultancy Landor says.
August 11, 2014
American Century Hires Former Goldman Exec as Global Products ChiefThe Kansas City, Missouri-based fund family taps Glen Casey to expand products and sales.
August 07, 2014
Smaller 401(k) Plans Beat Larger Ones: StudyWhat is one thing that smaller 401(k) plans have that larger ones don't? It's not better investment options.