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.
Jefferson National Study Profiles Investors and Financial Advisors
By Michael S. FischerShared characteristics and preferences can lead to alignment of interests.
November 21, 2016
12 Best & Worst Broker-Dealers: Q3 Earnings, 2016After two weak quarters, the financial sector begins to see better results.
November 17, 2016
Are Robo-Advisors Really Better Fiduciaries Than RIAs?Yes, digital advice platforms offer low fees, but is that enough to make them superior fiduciaries, or even fiduciaries at all?
November 14, 2016
Top 10 Funds in 401(k)sWhen it comes to outfitting their 401(k) plan menus, sponsors suffer no shortage of options.
November 01, 2016
Wealthfront CEO Steps Aside and Co-Founder Takes OverWealthfront said that Adam Nash has stepped down and been replaced by Andy Rachleff, one of the companys co-founders.
October 31, 2016
Future of Robo-Advice Is Bright, With a Catch: ReportDespite low barriers to entry, incumbents cast a shadow over startups.
October 28, 2016
UBS Advisors Stay Ahead of Rivals: Q3 EarningsThe average level of fees and commissions, as well as assets, keeps the FAs in the Americas at the head of the pack.
October 28, 2016
Bill Priest, Active Investing Guru, Ready to Pounce on Passive’s MistakesThe Epoch Investment CEO explains why he thinks its fantastic that investors have poured money into passively managed funds.