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.
11 Best & Worst Broker-Dealers: Q1 Earnings, 2016
By Janet LevauxResults for financial firms were generally the same: bad, with one standout.
May 06, 2016
Pershing Adds Jemstep Robo-Advisor to NetX360Advisor-focused robo-advice solution will be available to RIAs and BDs through Pershing's NetX360 platform.
May 04, 2016
LPL Expanding HNW Services to RepsExecs say the advisory "landscape has changed" and that the "credibility gap" between indie firms and wirehouses is no more.
May 04, 2016
Recruiting Roundup: Wells Fargo Adds 6 Reps, $690M From RivalsThe advisors moved from Morgan Stanley and Merrill; meanwhile, LPL adds a hybrid group with $305 million in assets.
May 04, 2016
Robots will strike asset management firms firstMass affluent investors and their advisors are the most likely to be affected by automatic financial tools, according to research from the CFA Institute.
May 04, 2016
Robots will strike asset management firms firstMass affluent investors and their advisors are the most likely to be affected by automatic financial tools, according to research from the CFA Institute.
May 03, 2016
JPMorgan Urges Re-enrollment for DC PlansTen years after passage of the Pension Protection Act, many DC plan participants are no better off than before, JPMorgan Asset Management argues.
May 03, 2016
UBS Q1 Profits Drop 64%; Mixed Results for Wealth UnitBut advisors in Wealth Management Americas continue to outpace rivals in fees and commissions.