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.
Fraud Prevention, Robo-Advisors and Key Takeaways: 2014 T3 Advisor Tech Conference
By Michael E. KitcesAt T3, the custodians discussed ID theft and wire fraud, "middleware" providers were in evidence and the rise of robo-advisors was acknowledged.
February 13, 2014
Asset management boosts Manulife profit 20%Net income climbed to CDN$1.3 billion ($1.2 billion), up from CDN$1.08 billion a year earlier.
February 13, 2014
Asset management boosts Manulife profit 20%Net income climbed to CDN$1.3 billion ($1.2 billion), up from CDN$1.08 billion a year earlier.
February 12, 2014
5 Messy Financial Firm Breakups—and One Keeping MumSometimes being No. 2, or even No. 1, doesn't guarantee a future with the company.
February 10, 2014
Baird Grabs Wells Fargo Team as FSC Adds Morgan Stanley RepsThe wirehouse groups join an employee-owned firm and an IBD with about $215 million and $300 million in client assets, respectively.
February 05, 2014
Ameriprise Advisors Boost Fees 11% in 2013The company plans a new ad with Tommy Lee Jones to run during the Sochi Olympics.
February 05, 2014
New Hire Roundup: OppenheimerFunds Makes Personnel ChangesAlso in new hires, Snowden Capital Advisors adds a new vice president and controller while BrightScope has hired a new VP of data solutions.
February 04, 2014
UBS Turns Profits Around, Beats EstimatesUBS says its advisors in the Americas have yearly fees & commissions of $1 million on average.