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 Lynch Nabs $4.5M UBS Team in Texas: Recruiting Roundup
By Janet LevauxMeanwhile, Raymond James, Ameriprise, Focus Financial and Kestra add advisors, managers and more.
January 17, 2017
Trump Advisor Scaramucci Sells SkyBridge CapitalAnthony Scaramucci will step down immediately from his role as co-managing partner and will no longer be affiliated with SkyBridge.
December 22, 2016
Crossing the Digital DivideNew years are customarily accompanied by resolutions and United Capitals Joe Duran recently gave advisors three years worth.
December 21, 2016
Climate Change Is Real: The Investing ImplicationsWe can avoid arguing about the causes of climate change and simply put our money to work in companies that deal with the consequences.
December 20, 2016
Calamos to Become Fully Private Money ManagerThe company strikes a deal to sell its remaining minority stake to two executives for $8.25 a share.
December 15, 2016
Raymond James Adds 2 Teams; Wells Fargo Nabs Breakaways: Recruiting RoundupMeanwhile, LPL Financial attracts affiliated advisors from rival IBDs, as RBC hires a longtime Merrill advisor with long career at Merrill Lynch.
December 13, 2016
Investors Anticipate 'Dramatic Change' in 2017: NatixisThe survey also showed that institutional investors confidence suffered after the U.S. election.
December 06, 2016
Betterment CEO to Trump: DOL Fiduciary Rule ‘Worth Your Time’The independent robo-advisory took out full-page ads in the NYT and WSJ asking the president-elect and readers to get behind the rule.