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.
How the World's Most Successful Entrepreneurs Invest
By Michael S. FischerEquities were U.S. entrepreneurs' top allocation, beating out even their own businesses, BNP Paribas reports.
November 07, 2018
Victory Capital to Acquire USAA Asset ManagementThe unit includes USAA's mutual fund and ETF businesses.
November 07, 2018
Wells Fargo's Wealth Chief to RetireThe news comes two months after a report of gender-bias complaints at a business he leads.
November 06, 2018
Royal Alliance Completes Acquisition of Signator InvestorsWith the acquisition, Royal Alliance gains 1,860 advisors.
November 01, 2018
Expect Fewer Recessions but Weaker Recoveries: J.P. MorganJ.P. Morgan released its 2019 Long-Term Capital Market Assumptions, which explore the changing nature of recessions and recoveries.
October 31, 2018
UBS on Hunt for Asset Management DealsAs the firm aims to boost scale, its likely targets may include U.S. and U.K. asset managers focused on retail clients and specialized asset managers in areas such as real estate, sources say.
October 26, 2018
4 Years After Its Acquisition, How Is Nuveen Doing?Since TIAA acquired the asset manager, Nuveen has made a number of changes.
October 26, 2018
Mutual Fund Fees to Fall Nearly 20% by 2025: PwCAUM will continue to rise, the consultancy reports.