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.
New Channels, Locations for IBDs
By Janet LevauxMeanwhile, Bank of America Merrill Lynch is rolling out a new hybrid-advice program.
June 24, 2019
Merrill Advisors Leave for Janney, AmeripriseThe advisors and teams had a combined $772 million in assets under management.
June 20, 2019
Advisors are Bearish on Markets, Bullish on Their Own GrowthThese are among the key findings of the latest Independent Advisor Outlook Study from Schwab Advisor Services.
June 10, 2019
Why Investors Should Own European, UK Stocks Despite Gloomy HeadlinesAbandoning the region may be an unwise investment strategy, but investing indiscriminately may be equally unwise.
May 28, 2019
Roundup: Advisor Group Has New Owner; Firms' Q1 2019 ResultsRecruiting and deal-making continues, though financial performance has been mixed.
May 08, 2019
Carson Group Goes All In on New Tech, Other AppsThe firm, working with partner firms that have nearly $100 billion in assets, makes the announcements during its Excell event in Chicago.
May 08, 2019
BNY Mellon Pershing CEO Steps Down, Replacement NamedThe appointment is made after 30-year veteran of BNY Mellon Pershing Lisa Dolly decides to change career paths.
April 29, 2019
2019 IA25 Custody and Clearing WinnersHere are this year's top vote getters in the custody and clearing field.