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.
6 pitfalls that clients eyeing an FLP need to consider
By Tom NawrockiFLPs are not for everyone. There can be serious drawbacks to an FLP that is carelessly invoked or improperly constructed.
July 01, 2014
Baird Wraps Up Major AcquisitionWith the purchase of McAdams Wright Ragen, the privately owned firm now has more than 800 reps in more than 80 branches.
July 01, 2014
Asset Management Set for Radical Transformation: KPMGThe global asset management industry will radically transform because of seismic shifts in client demographics, technology and changing social values, KPMG says.
July 01, 2014
Equities to remain biggest component of AUM thru 2018By year-end 2018, Cerulli predicts, equities will account for 41.8 percent of assets under management worldwide.
June 30, 2014
Hire These AdvisorsReading a story on next-gen advisors, you might expect to learn about how these youthful entrepreneurs push a few buttons on their smart phones and bam—out…
June 26, 2014
Raymond James, Baird, Wells Fargo Add Reps From RivalsThe freshly recruited teams include families as well as individual advisors.
June 25, 2014
New Hire Roundup: BNY Mellon Announces Organizational ChangesCommonfund's president and CEO Verne Sedlacek will step down; Sarr to head ESG investing at Northern Trust Asset Management.
June 10, 2014
How Real Advisors Can Steal the Robo-Advisors’ AdvantageFlexScore, an in-depth financial scoring system, might help financial advisors get the robots to work for them.