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.
Wirehouse Teams Move to HighTower, Raymond James
By Janet LevauxMeanwhile, Advisor Center helps seven advisors transition to IBDs in its network with about $520 million in assets.
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.
February 20, 2014
Fraud Prevention, Robo-Advisors and Key Takeaways: 2014 T3 Advisor Tech ConferenceAt T3, the custodians discussed ID theft and wire fraud, "middleware" providers were in evidence and the rise of robo-advisors was acknowledged.
February 19, 2014
New Hire Roundup: Murphy, Fredrickson Move Up at SECMeanwhile, Arbor Point Advisors added Jeffrey Schmaltz and Justin Neuberg joined Convergence Investment Partners.
February 18, 2014
Banks’ Wealth Management Biz ThrivesWealth management is an increasingly rich revenue source for banks and thrifts as traditional profit centers decline, Michael White and IPI found.
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.