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.
Morgan Stanley Profits Surge, Top Estimates: Q3 Earnings
By Janet LevauxThe wealth unit says its net income increased 11% year over year, while its pre-tax profit margin was 23%.
October 04, 2016
Henderson-Janus Merger Signals Fee Pressures Spurring M&AThe combined asset management firm, Janus Henderson Global Investors Plc, will have $320 billion in assets, plus Bill Gross.
October 01, 2016
A Stabilizing SectorMLP Equity Review Q216: MLPs, as represented by the Alerian MLP Index gained 19.7% during the quarter ended June 30, 2016.
September 30, 2016
The Rise of the Machines in Investment ManagementTechnology advances pose a threat to traditional investment managers, but successful firms will combine human judgment and creativity with computers analytical power.
September 29, 2016
Advisors’ Dilemma: Investor Expectations vs. Market RealityNatixis study finds a quarter of advisors plan a big change within 3 years due to client expectations, regulatory pressure.
September 26, 2016
Advisors Get More Time for Clients When Outsourcing Investment ManagementNorthern Trust survey shows financial advisors who use third-party managers have a highly positive view of outsourcing.
September 23, 2016
Wells Fargo Indie Channel Picks Up 6 Reps From RivalsThe advisors move to the firm with over $500 million in client assets from UBS, Bank of America and other broker-dealers.
September 21, 2016
In 5 Years, Wealth Management Will Be Transformed: Roubini ThoughtLabThe detailed report shows that many financial advisors may not understand how fast wealth management will change in the coming years.