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.
The New Form ADV: What Advisors Need to Know and Do
By Bernice NapachAdvice from the ACA Compliance Group and Kleinberg Kaplan law firm about changes and requirements in the new ADV.
January 10, 2018
Robo-Advisors Key to Snagging Millennials for Wealth ManagersBy automating services, millennials, and those with lower incomes, may find it easier to invest.
January 05, 2018
Wealthfront Raises $75M From Tiger Global, Other InvestorsWealth management startup gains new investor in funding round; competition is growing as startups target milennials online.
January 04, 2018
Wirehouses Say No to BitcoinMerrill Lynch, Morgan Stanley, UBS and Wells Fargo have banned sales of futures and trusts tied to the cryptocurrency.
January 03, 2018
Global Markets Are Less Stable Than They AppearMaybe all those years of 'calm' have just let big problems get bigger.
December 28, 2017
Raymond James Adds $555M Wirehouse Reps in WestThe advisors moved from Merrill Lynch and Morgan Stanley; they come on board in Hawaii, California and Texas.
December 28, 2017
Asset-Backed Bonds Getting Too Rich for Some Investors' TastesIt all looks good, for now. But what if there's a 'macro hiccup'?
December 22, 2017
JPMorgan Targeting Robo Rollout in 2018The bank could introduce a pilot robo-advisor program in March for investors with less than $5,000, according to a recent news report.