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.
Condi Rice, Joe Torre to Speak at Pershing Insite
By Janet LevauxPershing also announces that it's updating all its major platforms.
May 27, 2014
Wirehouse Fees & Commissions: Who’s on Top?One big firm surpasses its rivals by a very comfortable margin when it comes to both advisor productivity and average AUM.
May 27, 2014
IBDs Post Mixed ResultsLPL Financial's net income in the period ending March 31 fell about 3% year over year to $53.1 million, though net revenue jumped close to 12% to nearly…
May 20, 2014
Schorsch-Led Group to Buy Strategic CapitalRCS Capital aims to expand the alternative products it offers advisors and their retail investor clients.
May 20, 2014
Manulife appoints UBS’s Kai Sotorp to oversee $273BManulife is among insurers seeking to boost fee income from overseeing funds for institutional and retail clients.
May 20, 2014
Manulife appoints UBS’s Kai Sotorp to oversee $273BManulife is among insurers seeking to boost fee income from overseeing funds for institutional and retail clients.
May 19, 2014
IA 25 2014: The Threat (or Non-Threat) of Robo-Advisors—SlideshowIt may be reassuring to hear that the big tech experts on our list this year dont think robo-advisors are too much of a threat.
May 15, 2014
Raymond James, Wells Fargo Grab Teams From RivalsMeanwhile, Securities America and Stratos Wealth attract groups of breakaway brokers.