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.
How to Help Clients Manage Their Most Precious Assets
By Bernice NapachThey are collectibles, which about 25% of wealthy investors own, but many haven't had their collections appraised or insured.
November 07, 2017
Under Pressure, LPL Cuts Fees on Corporate RIA PlatformThe news comes on the heels of more departures of reps acquired from LPL's purchase of NPH.
November 06, 2017
10 Lessons From the Fall Frenzy of Financial ActivityThe relatively short time between Labor Day and Thanksgiving is a blur of activity in the investment industry.
November 02, 2017
Woodbury Adds $2B OSJ, RBC Picks Up $1B Teams: Recruiting RoundupPlus, Raymond James, Baird, Kestra and other firms announce their latest hires.
October 31, 2017
Stifel to Buy Ziegler Wealth, Add Up to 57 AdvisorsThe broker-dealer could increase its level of client assets by some $5 billion.
October 26, 2017
John Bogle Warns: Vanguard Is Getting Too Big"Economies of scale just can't keep going on much longer," the founder and former CEO of the mutual fund giant says.
October 17, 2017
How to Use ‘What If’ Scenario Planning as Risk ManagementLuis Maizel, co-founder of LM Capital Group, said he and his team always have 40 or 50 life scenarios planned.
October 10, 2017
RBC Taps New Wealth Consulting ChiefNate Angelo comes on board one week after the wealth firm tapped a new head of recruiting.