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.
Wells Fargo Taps Comerica Exec to Lead Private Wealth Business
By Janet LevauxJulia Wellborn will lead the Private Bank and Abbot Downing and will be based in New York.
July 16, 2019
Wells Fargo, Schwab Beat Estimates: Q2 EarningsBank of America Merrill Lynch will release its Q2 figures on Wednesday, while Morgan Stanley will do so on Thursday.
July 15, 2019
Ritholtz Relaunches Digital Service at Betterment for AdvisorsThe service has no minimums and charges 50 basis points, which will be evenly split between the two firms.
July 15, 2019
Schwab Aims to Buy USAA Brokerage Business: ReportCharles Schwab is said to be offering about $2 billion for the unit.
July 12, 2019
Raymond James Wrestling With Subscription ModelCEO Paul Reilly says that robo-advice "is table stakes" and ponders how the firm could raise its game.
June 27, 2019
2019 Asset Manager Awards: Trillium Asset Management, All Cap Core StrategyEnvestnet uncovers the portfolios that outperform in different environments.
June 27, 2019
2019 Asset Manager Awards: Westchester Capital Management, Merger StrategyEnvestnet uncovers the portfolios that outperform in different environments.
June 27, 2019
2019 Asset Manager Awards: Copeland Capital Management, Small Cap Dividend Growth StrategyEnvestnet uncovers the portfolios that outperform in different environments.