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.
UBS Announces Strategic Partnership With iCapital: Tech Roundup
By Danielle AndrusEarlier this month, UBS announced that it has invested an undisclosed amount in online alternatives platform iCapital.
July 11, 2017
MetLife Sees Fortress Deal as `Jump Start' for Asset ManagementThe company could make more asset-management deals.
July 10, 2017
How to Move Upmarket With Clients and AssetsA new Cerulli report suggests ways for advisors to identify mass affluent clients who have the potential to accumulate millions more in assets.
July 05, 2017
No Robo-Advisor Will Ever Truly Master Client ServiceFew moments in wealth management history have demonstrated the need for a human touch more profoundly than the events of this past year.
June 23, 2017
Financial Advisor Performance Data Is Biased, Many Investors SaySome investors compare advisor reports to a school report card written by the student, Phoenix Marketing says.
June 21, 2017
Merrill Lynch Nabs Longtime Morgan Stanley Exec Carl SwansonSwanson switches wirehouses to lead platform experience at Merrill after more than 24 years with Morgan Stanley Smith Barney.
June 13, 2017
Merrill Lynch Nabs $628M Morgan Stanley Team: Recruiting RoundupMeanwhile, a large hybrid-RIA recruits an executive from Fidelity Investments Clearing & Custody Services business.
June 12, 2017
How Much Traction Do Robo Hybrids Have With Investors?Hybrid advice offerings can help firms add younger clients and serve older clients more complex needs.