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.
Are you competing with a computer?
By Peggy BresnickWhile robo-advisors seem here to stay, can they replace human advisors?
January 19, 2016
BofA Wealth Profits Fall in Q4; Morgan Stanley Shows Mixed ResultsMerrill Lynch says its advisors had close to $1 million in yearly fees and commissions in 2015.
January 14, 2016
4 uncommon advisory fee structuresSEI Advisor Network surveyed financial advisors to determine how they're charging clients for their services.
January 14, 2016
4 uncommon advisory fee structuresSEI Advisor Network surveyed financial advisors to determine how they're charging clients for their services.
January 13, 2016
MetLife unit’s SIFI off-ramp may pressure AIG as Icahn loomsMany investors have nonetheless grown impatient with AIG, whose share price has slumped 6.5 percent this year.
January 12, 2016
4 Uncommon Advisory Fee StructuresAUM fees aren't one size fits all. How should advisors charge for small accounts? Should they charge a financial planning fee? SEI weighs in.
January 07, 2016
Recruiting Roundup: $400M Team Leaves First Allied for DFPGIn other news, Raymond James says a bank group has become its latest institutional affiliate.
January 06, 2016
Morgan Stanley Brokerage Chief Exits, Kelleher Named PresidentCEO James Gorman said to plan longer tenure; Colm Kelleher gains oversight of wealth management unit.