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.
PIMCO Outflows Slow, Firm Hires ‘Distressed Credit’ Manager
By Janet LevauxThe level of pain at the flagship Total Return fund is down, but a rival fund continues to shine.
August 01, 2014
RIAs’ ETF and Mutual Fund Assets Rose 12% in First HalfLong-term mutual fund and ETF assets under management have hit $1.8 billion, Access Data reported Friday.
July 31, 2014
3 Reasons New ETF Could Boost China, Germany Investment TiesOne of mainland China's largest fund managers is looking to the West with an ETF based on Germanys DAX.
July 31, 2014
UBS Profits Up Despite Regulatory Fines: Q2 EarningsUBS profit beat estimates despite muted client activity and charges resulting from litigation and regulatory matters.
July 31, 2014
PIMCO’s Gross Fights for the 1% (of ‘Excess Return’) in a 4%-5% WorldBill Gross says weve entered a new epoch of low returns driven by income rather than capital gains, making skilled management all the more critical.
July 31, 2014
Are Robo-Advisors Poised to Take Over?Wealthfront and Xignite, a cloud-based market data firm, lay out the case for why they are the future of wealth management.
July 31, 2014
New Hire Roundup: Altegris Names Murphy Deputy CIOAlso in new hires, Lindsey and Lindsey adds Christina Lindsey Orta, and former Gov. David Paterson joins IFS Securities.
July 29, 2014
Ameriprise Profits Up 24% on Wealth, Asset Management: Q2 EarningsAmeriprise Financial reported a second quarter 2014 net income of $374 million, up 24% from a year ago.