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.
DOL Fiduciary Rule: Who Wins, Who Loses
By Emily ZulzMorningstar's Michael Wong outlined research that quantifies the positive and negative effects of the DOL fiduciary rule.
June 01, 2016
Why Clinton, Trump & El-Erian Are Wrong on Economy: First Trust EconomistIt is time to stop talking about a new normal, says Brian Wesbury, chief economist of First Trust Advisors.
May 27, 2016
Raymond James to Add 72 Reps in CanadaIts Canadian unit is buying 3Macs, an investment firm with some $5 billion in assets.
May 26, 2016
New York REIT Shares Plunge After Analysts Question AcquisitionShares have been hurt since founder and ex-board member Nicholas Schorsch became embroiled in a 2014 scandal over accounting problems at another firm.
May 25, 2016
Recruiting Roundup: Merrill Lynch Picks Up $1.7B Reps From RivalRaymond James and Woodbury also announced their latest recruits.
May 23, 2016
Q1 Brings Weaker ResultsBank of America's wealth and investment management had about a 2% drop in revenue to $4.4 billion on weaker non-interest income. The unit's net income,…
May 18, 2016
Gates gets surprise $87 million from neglected-disease stakeThe foundation invested $5 million in Anacor to support work on neglected diseases.
May 16, 2016
Envestnet Summit to Focus on ‘The Essential Advisor’The summit will follow three basic tracks that can help advisors stay relevant and in demand: technology, practice management and investment.