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.
MetLife asset manager to push into structured credit, junk bonds
By Katherine ChiglinskyMetLife Investment Management or MIM is planning to bring new strategies to the market this quarter.
November 09, 2015
United Capital Adds 2 Firms, $1.5B in AssetsThe fast-growing RIA consolidator picks up retirement and wealth management groups in Maryland and Pennsylvania.
November 04, 2015
UBS Issues Profit Warning, Shuffles ExecsTom Naratil to take over as UBS Americas president; Bob McCann moves into chairman slot.
November 03, 2015
Recruiting Roundup: UBS Grabs 3 Reps, Raymond James Adds 2 TeamsMeanwhile, LPL Financial brings on a new group, which also is affiliating with one of its hybrid RIAs.
October 29, 2015
LPL Beats Q3 Estimates, Plans $500M BuybackProfits improve, but revenue weakens for the group, which plans to be "more efficient," says CEO Casady
October 26, 2015
BlackRock says property bets, lending lure yield-hungry insurersInsurers are turning to alternative credit investments, such as direct lending, to diversify returns and boost income.
October 22, 2015
Ameriprise Tops Q3 Earnings Estimates on Lower CostsThe firm has more than 9,800 advisors in its independent and employee channels.
October 22, 2015
Raymond James Missed Estimates but Had ‘Great’ Q3: CEORevenues for the firm, which has more than 6,500 reps, grew in the latest period to $1.34 billion.