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.
LPL Wraps Up NPH Deal, Adds Second Wave of Reps
By Janet LevauxLPL executives have said that some 2,000 NPH reps and $75 billion in client assets are moving to its platform.
February 19, 2018
12 Best & Worst Broker-Dealers: Q4 Earnings, 2017The quarter's results for many firms included one-time charges related to the Tax Cuts & Jobs Act.
February 16, 2018
JPMorgan Weighs Buying ETF FirmIts asset management unit has met with Global X and ETF Securities; ETF Securities has spoken with as many as 10 potential buyers.
February 15, 2018
Older, Wealthier Investors May Be More Into Digital Advice Than You ThinkCerulli looks at investors inclination to use digital advice platforms by age and wealth.
February 08, 2018
SoftBank's Son Channels Warren Buffett in Swiss Re InterestRising bond yields could add to the reinsurers allure.
February 08, 2018
Alternatives Group Altegris to Merge With ArtivestThe new entity will work with about $3 billion in capital; Peter Thiel is set to join its board.
February 06, 2018
Wells Fargo Advisors Walloped AgainJust when you think it is over, it is not there is always more to the story, recruiter Danny Sarch said.
February 06, 2018
Fidelity Reports Web Issues Day After Robo-Advisor Sites CrashFidelity Investments had intermittent issues with its website a day after robo-advisors struggled in the market rout.