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.
Optimal Asset Management Adds Direct Indexing Service for Advisors
By James J. GreenThe SMA uses fractional shares to make customization of index investing possible.
August 28, 2018
Broker-Dealer Runners Up Talk Future DevelopmentsEight broker-dealers who excelled in our BD survey are tackling technology, mentoring and growth.
August 17, 2018
$1.5 Trillion in Corporate Cash Is Coming to AmericaBlackRock, JPMorgan Chase and Fidelity Investments are among asset managers racing to create new strategies for clients who want to repatriate funds.
August 08, 2018
Merrill vs. Morgan Stanley: Q2 ResultsHere's how the two biggest Wall Street firms are doing in terms of advisor headcount, production, assets and more.
August 08, 2018
How to Find the 'Hidden Rich' in Your AreaWith a little research, you can focus your prospecting efforts on the wealthiest 2%-5% of your market.
August 06, 2018
Merrill Advisors Drop Reuters for FactSet Market DataThe nearly 15,000 advisors, who have average yearly fees & commissions of about $1 million, will make the switch in the fourth quarter.
July 31, 2018
Morgan Stanley Rolls Out 2019 Comp PlanThe wirehouse tells its 16,300 advisors what incentives it is going to add next year to get clients to add products and services.
July 30, 2018
Here's the Key to Attracting New ClientsSchwab benchmarking study finds that firms use winning strategy to attract 26% new clients than those who don't