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.
Financial Planning or Asset Management? Clients Need Both
By Bob ClarkWhy the AUM fees versus flat fees debate is resonating with advisors and why it all may just be moot.
May 13, 2014
At Envestnet’s Advisor Summit, It’s All About InnovationWith a jump in attendance this year, annual event in Chicago will welcome 800 advisors and speakers from Putnams Bob Reynolds to Wireds Chris Anderson.
May 08, 2014
Roz Chast: Caregiver litThe New Yorker cartoonist is getting attention with a graphic memoir about life with aging parents.
May 08, 2014
Motif Launches Products to Help Advisors Compete With Robo-AdvisorsA robo-advisor is a robo-allocator, they dont really give advice," says Motif's Hardeep Walia.
May 06, 2014
UBS Profits Rise 7% on Strong Wealth Results: Q1 EarningsUBS advisors in the Americas have average yearly fees and commissions of $1.04 million.
May 05, 2014
Top Reasons Indian Election Is Important to Global InvestorsEight hundred million Indians cast votes in a general election that promises to impact the global economy.
May 05, 2014
Funded Ratio of U.S. Pension Plans Eroded Further in AprilMercer reported Monday that the funding levels of pension plans sponsored by S&P 1500 companies fell by 1% in April to 84%.
April 30, 2014
IMCA’s ‘Capstone Gathering’ in Boston Attracts 1,700 AttendeesExecutive director and CEO Sean Walters says event is growing in attendance even as its overall membership swells, with more independent advisors joining.