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.
Asset Manager of the Year Todd Gervasini on Finding 'Pockets of Inefficiencies'
By Janet LevauxThe Wakefield Large Cap Equity Strategy relies on team members who "think the Wakefield way and not the typical Wall Street way."
June 07, 2018
BNY Mellon Wealth Names New CEOCatherine Keating was an executive at JPMorgan Chase for nearly 20 years and most recently led Commonfund.
June 01, 2018
7 Conclusions From the Spring Frenzy of Financial ActivityI binge-watched a slew of investor conferences and portfolio manager meetings. Let me catch you up.
May 31, 2018
United Capital Taps New Chief Investment OfficerKara Murphy comes on board from SunAmerica Asset Management.
May 29, 2018
Merrill's New Comp Plan 'Too Harsh,' Recruiter SaysPenalizing even high-producing advisors who don't meet certain targets could have unintended consequences, recruiter Danny Sarch warns.
May 29, 2018
Morgan Stanley's Wealth Unit Teams With BlackRock to Grab $2TThe wirehouse is highlighting rivals' inability to provide the same analysis as it looks to attract money clients have at other institutions.
May 23, 2018
Baird, RBC & Kestra Add Teams From Wells Fargo: Recruiting RoundupThe advisors make their moves in Arizona, Michigan, Florida and Washington.
May 18, 2018
What's the Next Big Thing? 3 Envestnet Execs Weigh InHow will advisors meet the needs of younger investors in an ever-more-complex world?