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.
New Hire Roundup: Mercer Adds Execs
By Marlene Y. SatterAlso, Doug Dachille joined AIG as chief investment officer, while Kent Weaver returned to Glenmede, and J. Keith Morgan joined TIAA-CREF.
July 23, 2015
Raymond James, Ameriprise Beat Estimates on Strong Advisor ResultsRaymond James boosts private client revenue 9%, while Ameriprise improves wealth profits 13%.
July 17, 2015
U.S. Investors Prefer Active Management to Navigate Volatility: MFSNearly three-quarters of U.S. professional investors look to active managers for capital protection.
July 16, 2015
Is Asia-Pacific Timberland a Growth Sector?Investors who follow wood and wood products know the market forces affecting the sector are many and varied.
July 14, 2015
Dollar falls as June retail-sales drop trims Fed rate-rise oddsThe greenback dropped against most of its major peers after retail sales declined by 0.3 percent in June.
July 13, 2015
Global AUM for Investment Managers Increasing Faster Than RevenueFee pressure is keeping industry revenue down, while AUM increase is mostly due to market appreciation, a Casey Quirk benchmarking study shows.
July 09, 2015
What Wealthfront’s Attack on Betterment Is Really AboutThe real competition for Wealthfront is with the other 99.9% of industry assets that arent managed by ANY robo-advisor," says Michael Kitces.
July 09, 2015
Survey: Most financial professionals don’t use robo-advisorsA LIMRA survey of financial professionals reveals nearly half view robo-advisors as having no real impact on the industry.