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.
MassMutual seeks asset-management deals ‘constantly,’ CEO says
By Katherine ChiglinskyMassachusetts Mutual Life Insurance Co. Chief Executive Officer Roger Crandall has been reshaping the Springfield, Massachusetts-based insurer.
September 14, 2016
Envestnet’s Bergman: Robo-Advisors, Automation Critical for RIAs’ SuccessBergman makes the case that a robo-advisor plus a human advisor equals better client outcomes.
September 07, 2016
If You Can Commoditize Asset Management, Will Advisors Be Next?Scott MacKillop's First Ascent's fee structure could be a game-changer for TAMPs. Can it apply to advisor fees as well?
September 06, 2016
Morningstar Names Kapoor as CEO, and DOL Fiduciary Rule Is on His MindMorningstars board of directors appointed Kunal Kapoor, the current president of the Chicago-based research firm, as its new CEO.
September 01, 2016
Risk Is Not a NumberInvesting in todays markets can be volatile. How can we quantify, measure and protect against risks and importantly, what opportunities does risk present?
August 22, 2016
What's Keeping BD Execs Up at NightThe wirehouse firms report more than earnings each quarter.
August 22, 2016
The Future of Robo-AdviceAs broker-dealers and asset managers adopt robo technology, pure-play robo-advisors will morph into offerings that also offer a human touch.
August 22, 2016
Pfizer beats out Sanofi to take Medivation for $14 billionThe deal includes experimental drugs for breast cancer and lymphoma.