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.
American Century Exec Named
By Janet LevauxAmerican Century Investments tapped Glen Casey, formerly with Goldman Sachs, as senior vice president and global head of products early Monday.The fund…
August 13, 2014
Global Venture Capital Investors Enthusiastic About U.S.Global investor confidence in the U.S. has increased significantly thanks to favorable markets and abundant opportunities, according to a survey.
August 11, 2014
Smaller Asset Management Firms Can Have Big BrandsJust ask PIMCO: smaller firms that punch above their weight can leverage their brand better than larger firms that have lost momentum, consultancy Landor says.
August 11, 2014
American Century Hires Former Goldman Exec as Global Products ChiefThe Kansas City, Missouri-based fund family taps Glen Casey to expand products and sales.
August 07, 2014
Smaller 401(k) Plans Beat Larger Ones: StudyWhat is one thing that smaller 401(k) plans have that larger ones don't? It's not better investment options.
August 06, 2014
PIMCO Outflows Slow, Firm Hires ‘Distressed Credit’ ManagerThe level of pain at the flagship Total Return fund is down, but a rival fund continues to shine.
August 04, 2014
Wells Fargo Names Digital Chief, Shares IT Growth PlansWells Fargo Advisors says it is making its most significant technology investment in a decade.
August 04, 2014
How an Advisor Can Outsource Money Management While Staying InvolvedManaging money on your own takes a lot of work, but this outsourcing strategy allows me to stay involved while using the best managers.