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.
Advanced Analytics Turbo Charge Advisor Efficiency, Performance
By Ginger SzalaThe future is now, according to a new McKinsey paper that outlines how asset managers are enhancing their businesses.
February 27, 2019
In the Advisory Space, Bigger Is Better for Growing Market ShareA new Cerulli report shows that the biggest firms keep gobbling up a bigger share of assets.
February 27, 2019
Raymond James Nabs Morgan Stanley Complex ManagerVeteran complex manager Bill Drew will now lead the employee channel in the greater Boston area; meanwhile, the firm moves to acquire 100% of asset manager ClariVest.
February 22, 2019
Sales Practice Risk in the Digital Era, Part 2: Mitigating the RiskHere's how advisors should address these risks amid an ever-changing regulatory landscape.
February 20, 2019
HighTower Nabs $2.6B Group in Memphis: Recruiting RoundupMeanwhile, Raymond James' Alex. Brown division has added a veteran advisor from Wells Fargo with $113 million in client assets in Boston.
February 20, 2019
United Capital's FinLife Platform Hits $22.5B"The day may come soon when FinLife Partners eclipses United Capital in size," CEO Joe Duran said.
February 07, 2019
TD Ameritrade CEO Hockey Vows Not to Compete With RIAs"We've been ambiguous about this in the past," but "our strategy is clear," CEO Tim Hockey says.
February 06, 2019
5 Asset Management Predictions for the Next 7 YearsA new survey asked global asset managers about their expectations for financial performance and well-being across the sector.