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.
United Capital Announces c5 Wealth Management Acquisition
By Joyce HansonUnited Capital's acquisition of Virginia-based c5 follows on the heels of its July 1 announcement that it had acquired Georgia-based PPA Advisors.
July 01, 2013
Pension funding status improves in Q2The U.S. Pension Fund Fitness Tracker rose six percentage points to 88 percent during the second quarter.
June 28, 2013
Client retention and service are top priorities of advisorsThe survey shows 8 in 10 advisors spend most of their time on client management, communication and service.
June 14, 2013
Wells Nabs 9 Reps From Morgan Stanley, Merrill and RBCRaymond James recruits one Morgan advisor, while LPL affiliate U.S. Wealth Management hires a Pershing exec.
June 10, 2013
Loring Ward Hosts ‘Anti-Product’ EventThe asset manager shared stories on business building, creativity and more at its recent conference.
June 10, 2013
Low Yields, Weak Returns Worry Institutional InvestorsGlobal institutional investors are more confident they can handle risk, but low yields and volatility still worry them, according to a report released Monday by Natixis.
June 05, 2013
Recruiting Roundup: Morgan Stanley, Janney Lure RepsUBS and Baird also report their latest advisor recruiting news.
May 30, 2013
12 Best & Worst Broker-Dealers: Q1 Earnings, 2013Several large firms are turning around their operations, but others still face performance issues.