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.
Hire These Advisors
By Gil WeinreichReading a story on next-gen advisors, you might expect to learn about how these youthful entrepreneurs push a few buttons on their smart phones and bam—out…
June 10, 2014
How Real Advisors Can Steal the Robo-Advisors’ AdvantageFlexScore, an in-depth financial scoring system, might help financial advisors get the robots to work for them.
June 04, 2014
Condi Rice, Joe Torre to Speak at Pershing InsitePershing also announces that it's updating all its major platforms.
May 29, 2014
Fidelity's Durbin: RIAs Thriving; Top Clients See Robo-Advisors as Positive TrendFidelity IWS chief reports custodial business growing healthily, ironically with fewer, but larger, RIA client firms, who embrace virtual advice-giving.
May 29, 2014
12 Best & Worst Broker-Dealers: Q1 Earnings, 2014This quarter saw surprising performance dips and peaks across the financial sector.
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 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 20, 2014
Schorsch-Led Group to Buy Strategic CapitalRCS Capital aims to expand the alternative products it offers advisors and their retail investor clients.