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.
How Advisors Can Stop Losing Clients’ Heirs as Clients
By Jane Wollman RusoffWith the U.S. on the cusp of a vast intergenerational wealth transfer, reaching out to clients inheritors is an increasingly valuable advisory skill.
February 17, 2016
Why Robo-Advisors Will Fail: FinaMetricaPaul Resnik discusses how robo-advisors are failing to properly assess investors' risk tolerance.
February 17, 2016
RIA Aspiriant to Merge With $360M L.A.-Based FirmThis is the firm's second merger in the Golden State in the past four months.
February 16, 2016
10 Best & Worst Broker-Dealers: Q4 Earnings, 2015As stock markets hit turbulence, the performance of wealth firms begins to diverge.
February 12, 2016
Back to the Future for 401(k) Plan ParticipantsA 401(k) pioneer says the retirement plan market is progressing by offering fewer options, and more human interaction, to plan participants.
February 10, 2016
Canada pension returns 4.6% as assets grow to $204 billionCanada Pension said its AUM grew 18 percent to C$282.6 billion ($203.5 billion), from about C$239 billion a year earlier.
February 02, 2016
UBS Improves Earnings, but Wealth Groups FalterAdvisors in the Americas have average assets of $145 million and average production of $1.06 million.
February 01, 2016
Wirehouses Post Wealth ResultsBank of America said its fourth-quarter profits increased 9% to $3.3 billion, or $0.28 per share, from $3.1 billion, or $0.25 per share, a year earlier.…