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.
Vanguard’s Robo-Offering: Good for Advice, Bad for Advisors
By Janet LevauxExpert Michael Kitces weighs in on the pros and cons of the industry giant's latest plans.
December 01, 2014
Traditional Institutional Asset Management Recorded Net $22.7B Inflows in Q3The inflows are a turnaround from last quarter, when $80 billion left the funds, eVestment reports.
November 24, 2014
Wirehouses Post Q3’14 ResultsBank of America's Global Wealth and Investment Management unit, which includes Merrill Lynch and U.S. Trust, reported net income of $813 million vs. $720…
November 24, 2014
6 Ways to Lure Clients Graduating From Robo-AdvisorsWhen investors outgrow automated advice, theyre going to look for a certain kind of advisor.
November 21, 2014
Securian to buy $16.4 billion asset manager from Stone PointAsset Allocation and Management manages portfolios for insurance companies.
November 21, 2014
Money Rolls In for the Money ManagersWe can point to at least three trends that are helping to push assets under management and revenue to records, Barry Ritholtz says.
November 17, 2014
Top 9 investor threats for 2015: NASAAState regulators release their annual list of emerging as well as persistent threats facing investors in the coming year.
November 13, 2014
New Hire Roundup: SIFMA Elects New Board OfficersMeanwhile, global law firm Ropes & Gray announced that Debra Lussier has been promoted to a partner in the firms private investment funds practice