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.
Don’t Give Stocks a Due Diligence Pass They Don’t Deserve
By Ethan PennerIf mutual funds could get away with the minimal amount of disclosure that's expected of public companies, investors would probably run away.
March 23, 2016
Raymond James CEO: Over 90% of Alex. Brown Reps RetainedRaymond James says it's on track to retain most of the 200 Deutsche Bank advisors moving to the firm after the wealth unit's acquisition.
March 21, 2016
NorthStar Names Baum Executive ChairmanAs executive chairman, Jon Baum will help facilitate the continued growth of NorthStar and its subsidiaries, CLS Investments, Gemini Fund Services and Orion Advisor Services.
March 21, 2016
TIAA Global Asset Management, Like Its Parent Company, Says Goodbye to CREFFollowing TIAA's rebranding, one of the worlds largest asset managers has shortened its name.
March 21, 2016
Ladenburg Thalmann Rolls Out Robo-AdvisorReps in Ladenburgs network, which includes Securities America, Triad, Investacorp and other IBDs, can offer automatic investing to clients with as little as $500.
March 18, 2016
PIMCO's $18 Billion Question: What Should Count as New Assets?A change in how PIMCO accounts for reinvested dividends and capital gains helped it minimize an exodus of clients by about $18 billion last year.
March 09, 2016
Top 20 Richest Colleges of 2015: The Biggest EndowmentsA down year for markets meant that the richest endowment funds stayed about even, with the big gains of recent years but a memory.
March 08, 2016
5 Questions Most Advisors Aren’t Asking When Selecting a RoboAdvisors and financial institutions should keep these things in mind as they monitor and research the robo space.