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.
Elite Advisor Firms Aren't Feeling Fee Pressures: Pershing
By Michael S. FischerLarge firms' biggest challenge in 2018 is hiring and development of talent, Pershing found in a poll.
April 08, 2018
Prudential's Asset-Management Unit Isn't Worried About Trade FightPGIM investment strategists assume cooler heads will find some kind of middle ground.
April 03, 2018
Turn These 5 Business Threats Into OpportunitiesFee compression, aging clients and more: These threats are coming. Here's how to meet them head on.
March 30, 2018
The Cryptocurrency Shakeout, Corporate America and BlockchainSpeculation in cryptocurrencies is underpinned by rapid technology adoption and testing by U.S. corporations
March 20, 2018
What Your Fund Management Job Will Look Like in a DecadeForget about picking stocks. Mining data will matter more.
March 08, 2018
Wells Fargo Team Joins UBS, Another Goes Indie With Fidelity: Recruiting RoundupOther advisor groups move to Janney, Raymond James, Securities America, Dynasty and Kestra.
March 01, 2018
Wells Fargo Reviewing 401(k) Rollovers, Incorrect Wealth FeesThe problems were revealed during an overall review of the bank's operations.
February 27, 2018
IBD Execs Open Up About Industry ShiftsFirms must help advisors embrace technology and holistic planning or risk being 'merged out of the business,' one executive says; plus, updates on wirehouse issues.