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.
Older, Wealthier Investors May Be More Into Digital Advice Than You Think
By Emily ZulzCerulli looks at investors inclination to use digital advice platforms by age and wealth.
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.
January 23, 2018
The New Form ADV: What Advisors Need to Know and DoAdvice from the ACA Compliance Group and Kleinberg Kaplan law firm about changes and requirements in the new ADV.
January 22, 2018
UBS to Merge US, Global Wealth Units"An integrated business is the future!" says wealth management consultant Chip Roame.
January 19, 2018
Merrill Lynch vs. Morgan Stanley: Q4 Wealth ResultsWhich group has more advisors? Which has more assets?
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.