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.
11 Best & Worst Broker-Dealers: Q4 Earnings, 2016
By Janet LevauxEarnings growth in the financial sector has been robust so far, according to LPLs CIO Burt White.
February 14, 2017
Baseball, Apple Pie and Robo-Advisors: US Dominates Robo MarketA report found adoption of robo-advisor services is heavily concentrated in the United States, with less than 1% of respondents in the UK, Germany and France using a robo.
February 13, 2017
Growing RIA Grabs $160M Group in SoCalMercer Advisors says this is its sixth deal over the past 12 months; it has $9.6 billion in client assets.
February 10, 2017
LPL CEO Says No Way on Pure RIAThe IBD discusses strategy and the impact of recent high-profile departures during its Q4 earnings call.
February 01, 2017
Ameriprise Beats Estimates as Assets, Inflows RiseThe broker-dealer has 9,675 advisors with average fees and commissions of $518,000 per year.
January 31, 2017
Momentum Growing for Robotics at Asset ServicersAcross the asset servicing industry, software robots are already improving efficiency and de-risking manual processes.
January 30, 2017
Can a Robot Be a Fiduciary?A new regulatory model is needed for today's and tomorrow's robo-advisors.
January 30, 2017
Global Pension Assets Rose to $36.4T in 2016Pension funds worldwide made some progress against their headwinds in 2016, Roger Urwin of Willis Towers Watson said.