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.
UBS, Morgan Stanley lead wealth managers with record $2 trillion
By Mark BentleyUBS Group AG and Morgan Stanley increased the assets they manage for the worlds wealthiest people to more than $2 trillion for the first time, according to a study.
July 06, 2015
Pension funding ratios improve as liabilities dropA drop in liabilities has improved pension funding ratios for the second quarter of 2015.
July 06, 2015
Greece heightens solvency risk for Canadian pension plansAmid global equity market uncertainty fueled by Greece's debt crisis, the solvency ratio of Canadian pension plans declined.
July 02, 2015
New Hire Roundup: Merrill Adds Teams From Barclays, UBSIn addition, Intellectus joins Dynasty and Independent Financial Partners names Ned Van Riper as recruiting director.
June 25, 2015
The robots are coming: To put you in an index fundRobo-advisors are computer programs that ask clients questions online and set up portfolios. And, unlike many in the investment industry, they are fiduciaries.
June 25, 2015
The robots are coming: To put you in an index fundRobo-advisors are computer programs that ask clients questions online and set up portfolios. And, unlike many in the investment industry, they are fiduciaries.
June 25, 2015
AssetMark Acquires $1.75 Billion in Assets of Clark Capital’s TAMPThe deal will also add nearly 700 advisors and Clarks Personal UMA to AssetMark platform, bringing its total assets to $27 billion.
June 22, 2015
LPL Names New Head of Client ServicesThe news follows several other executive shifts at the independent broker-dealer.