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.
JPMorgan, Wells Fargo Beat Estimates for Q2
By Janet LevauxThough positive, sales growth at the big banks didn't keep pace with profit expansion in the second quarter.
July 12, 2013
Global AUM to top $70.4T by 2014The report pegs household financial assets in the U.S. at $30 trillion in 2012.
July 11, 2013
United Capital Announces c5 Wealth Management AcquisitionUnited Capital's acquisition of Virginia-based c5 follows on the heels of its July 1 announcement that it had acquired Georgia-based PPA Advisors.
July 01, 2013
New Iranian President Leaves Investors Cautiously OptimisticBP has classified Iran's natural gas reserves as the biggest in the world a fact that undoubtedly is of great interest to energy companies. But that gas is useless to them as long as sanctions are in place.
July 01, 2013
Pension funding status improves in Q2The U.S. Pension Fund Fitness Tracker rose six percentage points to 88 percent during the second quarter.
July 01, 2013
Pension funding status improves in Q2The U.S. Pension Fund Fitness Tracker rose six percentage points to 88 percent during the second quarter.
June 28, 2013
Client retention and service are top priorities of advisorsThe survey shows 8 in 10 advisors spend most of their time on client management, communication and service.
June 14, 2013
Wells Nabs 9 Reps From Morgan Stanley, Merrill and RBCRaymond James recruits one Morgan advisor, while LPL affiliate U.S. Wealth Management hires a Pershing exec.