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.
Vanare|Nest Egg Partners With Quovo to Help Advisors Aggregate Client Data
By Melanie WaddellCombined solution will give advisors a deeper knowledge of how clients manage all of their finances, says Vanare CEO Cancro.
April 25, 2016
Will Robos Send Advisors the Way of the Travel Agent?Will advisors be disrupted by technology, as travel agents have? Or will more tech simply improve service, as with graphic design? That depends.
April 21, 2016
Negative rates seen pushing Japanese farmers into U.K. mortgagesAn analyst says banks have to buy risk assets to support their funding needs.
April 20, 2016
Raymond James' Q1 Profits Rise 11%, Beating EstimatesPrivate client net income also jumps 11% as assets and advisor headcount expand.
April 20, 2016
United Capital Opens Its Tech Tool Chest to Indie AdvisorsUnited Capital has launched FinLife Partners, a turnkey advice and planning platform that allows advisors to white-label the firm's proprietary tools.
April 20, 2016
Recruiting Roundup: Merrill Lynch Picks Up 9 Reps With $1.5BMeanwhile, Raymond James adds two employee teams with $370 million and an indie advisor with $325 million.
April 18, 2016
Robo-advisors: The coming wave in the financial industryIs the robo-advisor trend a threat or an opportunity?
April 18, 2016
Robo-advisors: The coming wave in the financial industryIs the robo-advisor trend a threat or an opportunity?