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.
PIMCO's Gross Fights for the 1% (of 'Excess Return') in a 4%-5% World
By Gil WeinreichBill Gross says weve entered a new epoch of low returns driven by income rather than capital gains, making skilled management all the more critical.
July 29, 2014
Ameriprise Profits Up 24% on Wealth, Asset Management: Q2 EarningsAmeriprise Financial reported a second quarter 2014 net income of $374 million, up 24% from a year ago.
July 28, 2014
Baird Wraps Up MergerMilwaukee-based Baird says it has completed its purchase of McAdams Wright Ragen, adding 85 advisors with some $10 billion in client assets and seven offices…
July 24, 2014
Robo-Advisors and Online Financial Advice: The DifferenceIn the end, does the advice clients get come from a human or a (human-designed) computer algorithm? And why is that important?
July 21, 2014
Natixis to Fund Study on Investor BehaviorNatixis hopes an MIT study will help create automated, customized processes to help conflicted modern-day investors make better decisions.
July 21, 2014
Allianz Backs 'Legend' Bill Gross as PIMCO Total Return LagsWe want Bill Gross to work as CIO for as long as he is willing and able, says Allianz board member Jay Ralph.
July 17, 2014
Morgan Stanley Wealth Earnings Up, but Merrill Stays Ahead in Q2Despite Gormans push, the Morgan unit still has room for improvement on some fronts compared to its main rival, Merrill.
July 17, 2014
U.S. stocks fluctuate as Microsoft gain offsets Russia sanctionsThe S&P 500 Index fell 0.1 percent to 1,979.21 at 10 a.m. in New York, trimming an earlier drop of 0.4 percent.