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.
United Capital Taps New Chief Investment Officer
By Janet LevauxKara Murphy comes on board from SunAmerica Asset Management.
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?
May 17, 2018
Advisors Saw Robust Asset Growth in 2017, but Struggled to Add ClientsLowering fees is an ineffective strategy for driving growth, PriceMetrix data finds.
May 14, 2018
Envestnet Advisor Summit '18 Kicking Off With Top AttendanceOver 2,000 attendees are registered for the event, which features sessions on technology, portfolio management, best practices, ESG investing, strategists' solutions, data management and more
May 07, 2018
Morningstar Launches Investment Analysis Platform for Wealth ManagersMorningstar Direct for Wealth Management allows multiple teams at wealth management firms to share information in real time.
May 02, 2018
Raymond James Adds $1.7M Advisor From Wells Fargo: Recruiting RoundupJanney also nabs an advisor from Wells Fargo, as Ameriprise picks up a group of four reps from AXA Advisors.
April 27, 2018
Best Firms for Self-Directed Investors: J.D. Power — 2018The research firm is now separating self-directed investors into two groups: pure do-it-yourselfers and those getting some advice.