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.
TIAA hires UBS’s Nick as strategy chief for asset manager
By Katherine ChiglinskyInsurance and annuities providers have been bulking up asset-management businesses, which tend to be less capital intensive and can generate more fee income.
July 15, 2016
Wells Fargo Hits Q2 Earnings Target on Mixed ResultsThe wealth unit has slightly weaker profits and sales than a year ago, according to the bank.
July 14, 2016
Advisors Must Tell Clients About Their Robo Use, State Regulator SaysAdvisors must disclose to clients when they use robo platforms and what services those platforms provide, Commonwealth Secretary William Galvin of Massachusetts says.
July 14, 2016
Recruiting Roundup: Dynasty Adds Group From LebenthalMeanwhile, several wirehouse reps help form a new RIA in Cleveland; Betterment adds a CFO and hits $5 billion in AUM.
June 30, 2016
Morgan Stanley Expanding Philanthropy Efforts for ClientsThe wirehouse says it dives deep with private clients who want to make a difference, as it did at recent event.
June 30, 2016
How to Reach Out Digitally to Your Clients’ ChildrenEven advisors who believe their personal and professional relationships with clients couldnt be stronger are likely leaving relationships untapped and assets on the table.
June 27, 2016
Here's Why Advisors Should at Least Consider Managed FuturesThese award-winning managed futures strategies have compounded annual returns ranging from 13% to 36%.
June 22, 2016
Morgan Stanley Expands Nonresident Wealth BusinessIt adds two executives from Credit Suisse to boost these operations, which have some 400 reps and $90 billion in assets.