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.
Performance Coach Tells Advisors How to Get in the Zone
By Jane Wollman RusoffAlden Cass, psychologist to financial pros and athletes, tells ThinkAdvisor why so many advisors are frustrated and how they can find their optimal performance zone.
July 31, 2017
The Price for Advice Is ChangingConsumer costs are falling, but advisors themselves are not seeing compression.
July 31, 2017
Two Ways LPL Plans to Innovate: New Mobile App, Virtual AssistantsAt its Focus conference, CEO Dan Arnold shares details about a mobile app for clients and the IBD's experiments with Uberization.
July 31, 2017
Fidelity Trims Index Fund Fees, Challenging VanguardThe firm cuts total expenses by nearly 10 basis points in move to capture more passive-investor assets.
July 31, 2017
iCapital Adds Morgan Stanley to Big-Name InvestorsAlong with the investment, Morgan Stanley will extend iCapitals proprietary technology and services to its advisors and their clients.
July 28, 2017
10 Best & Worst Broker-Dealers: Q2 Earnings, 2017Most large financial firms with broker-dealer operations have reported their results for the quarter.
July 27, 2017
Raymond James' Wealth Group Boosts Profits 56%The number of advisors jumps 451 from a year ago to nearly 7,300.
July 27, 2017
Fidelity Clearing to Partner With Goldman, US Bank; Expand Loans to Wealth ClientsRIAs, broker-dealers and family offices will be able to offer securities-based loans of up to $25 million through the program.