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.
Merrill Nabs $3.3B UBS Group in Chicago
By Janet LevauxIt also picks up a UBS team in New York that manages $1 billion and has $7 million in yearly fees & commissions.
May 26, 2017
Brisk Asset Management Firm M&A Activity to Continue in '17: Casey QuirkForty-four deals occurred in the first quarter, Casey Quirk reports.
May 26, 2017
Honoring Advisors Who Serve(d): Memorial Day, 2017ThinkAdvisors yearly slideshow honors 14 military veterans this Memorial Day who also serve in the financial advisory industry.
May 22, 2017
Smart Beta Strategies More Popular Than Ever and Growing Rapidly: SurveyAllocations to smart beta strategies jumped from 36% to 46% in one year, according to FTSE Russell's latest Global Institutional Smart Beta survey.
May 04, 2017
TD Bank Names New Sales Chief for Wealth GroupJim Nesci joins the the firm from Provident Bank; he has more than 25 years in the industry.
April 27, 2017
VC Investment in Fintech Rises to $1.2 Billion in US: KPMGRobo-advisory, artificial intelligence and data analytics look to be hot investment areas next quarter, KPMG said.
April 26, 2017
Personal Capital Has a New CEOBill Harris, who founded the firm, steps down but remains chairman, as Personal Capitals COO takes over as CEO.
April 25, 2017
Schwab Makes New Ad Push as Assets Near $3 TrillionThe new commercials focus on how indie advisors working with the firm serve high-net-worth investors.