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.
RIAs’ ETF and Mutual Fund Assets Rose 12% in First Half
By Michael S. FischerLong-term mutual fund and ETF assets under management have hit $1.8 billion, Access Data reported Friday.
July 31, 2014
PIMCO’s Gross Fights for the 1% (of ‘Excess Return’) in a 4%-5% WorldBill Gross says weve entered a new epoch of low returns driven by income rather than capital gains, making skilled management all the more critical.
July 31, 2014
Are Robo-Advisors Poised to Take Over?Wealthfront and Xignite, a cloud-based market data firm, lay out the case for why they are the future of wealth management.
July 31, 2014
New Hire Roundup: Altegris Names Murphy Deputy CIOAlso in new hires, Lindsey and Lindsey adds Christina Lindsey Orta, and former Gov. David Paterson joins IFS Securities.
July 29, 2014
Ameriprise Profits Up 24% on Wealth, Asset Management: Q2 EarningsAmeriprise Financial reported a second quarter 2014 net income of $374 million, up 24% from a year ago.
July 28, 2014
Baird Wraps Up MergerMilwaukee-based Baird says it has completed its purchase of McAdams Wright Ragen, adding 85 advisors with some $10 billion in client assets and seven offices…
July 24, 2014
Robo-Advisors and Online Financial Advice: The DifferenceIn the end, does the advice clients get come from a human or a (human-designed) computer algorithm? And why is that important?
July 21, 2014
Natixis to Fund Study on Investor BehaviorNatixis hopes an MIT study will help create automated, customized processes to help conflicted modern-day investors make better decisions.