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.
Robo-Advisors Gobbling Billions in Assets
By Danielle AndrusThe rise of online financial services fits into a "long-term, bigger problem" for advisors, who must adjust to serving younger clients, Corporate Insight says.
March 06, 2014
DFA Beats Bogle, Grantham—They All Beat Buffett: AnalysisDFA proponent Eric Nelson weighs the strategies of Warren Buffett, Jeremy Grantham and John Bogle and finds their returns wanting compared with DFA's investing approach.
February 27, 2014
Allianz fourth-quarter profit misses estimatesShares of Europes biggest insurer lost as much as 4.3 percent, the biggest decline since July 3.
February 27, 2014
Allianz fourth-quarter profit misses estimatesShares of Europes biggest insurer lost as much as 4.3 percent, the biggest decline since July 3.
February 26, 2014
Wirehouse Teams Move to HighTower, Raymond JamesMeanwhile, Advisor Center helps seven advisors transition to IBDs in its network with about $520 million in assets.
February 26, 2014
12 Best & Worst Broker-Dealers: Q4 Earnings, 2013Some of Wall Street's major players haven't been able to turn their results around, but others are putting their troubles behind them.
February 24, 2014
Wealth Groups Share Plans, ‘Q4 ResultsMorgan Stanley, which reported a drop in its fourth-quarter net income, has outlined aggressive plans to boost its wealth-management results—namely…
February 21, 2014
Fidelity’s Morrison to Succeed O’Hanley as Investment ChiefCharles Morrison most recently was head of Fidelitys $750 billion fixed income division.