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.
The Diagnosis Is In: ‘Investor Hypochondria’
By Emily ZulzThe Investor Who Cried Risk could be the title of todays investor sentiment, Allianz Global Investors says.
June 08, 2015
Oil Price Drop Hitting Sovereign Funds: Invesco StudyNorth American sovereign wealth funds have been hardest hit by the steep drop in energy prices, the study found.
June 07, 2015
PIMCO Outflows After Gross’ Exit ‘Staggering’: MorningstarInstitutional outflows remain an issue for the fixed-income shop, according to the research firm.
June 01, 2015
Wirehouses Post Q1’15 ResultsThe wirehouse broker-dealers recently issued their first-quarter financial performance. Morgan Stanley Wealth Management said its net income improved 27%…
May 28, 2015
LPL Shares Info on Reps Recruited in Q1The IBD lags rivals in terms of average assets per financial advisor but says its "technology, solutions, service and resources" set it apart.
May 27, 2015
Aberdeen to Buy FLAG CapitalThe move expands the asset manager's reach in the alternatives business and among investors in Asia.
May 24, 2015
Chuck Schwab: Slaying Wall Street Dragons—The 2015 IA 35 for 35Schwabs values-driven management helped create a firm that made investing more accessible.
May 18, 2015
Different Ways to Make Water PlaysGiven today's environmental conditions, the natural resource offers investors varied opportunities.