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.
When Clients Push Back on Pricing: 5 Strategies for Advisors
By Bryce SandersYou bring value to your clients in many ways that don't ring the cash register, but sometimes they just want to talk fees.
September 12, 2018
Vanguard Names Its First Risk ChiefThe $5 trillion asset manager taps the head of its Equity Index Group, Joseph P. Brennan.
September 12, 2018
Fintech Firm Broadridge Names Gokey CEOTim Gokey is replacing Rich Daly, who will become executive chairman.
September 06, 2018
Optimal Asset Management Adds Direct Indexing Service for AdvisorsThe SMA uses fractional shares to make customization of index investing possible.
August 29, 2018
Raymond James Names New ExecThe news comes two months after Scott Curtis was named head of the firm's Private Client Group, which has over 7,700 advisors.
August 28, 2018
Morgan Creek and Bitwise Partner to Launch Crypto Index FundThe Digital Asset Index Fund will provide broad-based digital asset exposure to institutional investors.
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.