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.
Allianz Backs ‘Legend’ Bill Gross as PIMCO Total Return Lags
By Oliver Suess, BloombergWe want Bill Gross to work as CIO for as long as he is willing and able, says Allianz board member Jay Ralph.
July 16, 2014
Schwab Profit Up 27%: Q2 EarningsSchwab reports more than $1 trillion in client assets managed by indie advisors.
July 14, 2014
Cushing Asset Management: 2014 Specialty SMA Manager of the Year"Consistent and disciplined" stock picking is the key to success in Cushings MLP Alpha Total Return Strategy.
July 10, 2014
Banco do Brasil Sharia Fund Spurring Investor InterestA growing Islamic market and a growing emerging marketwhats not to like?
July 09, 2014
6 pitfalls that clients eyeing an FLP need to considerFLPs are not for everyone. There can be serious drawbacks to an FLP that is carelessly invoked or improperly constructed.
July 09, 2014
6 pitfalls that clients eyeing an FLP need to considerFLPs are not for everyone. There can be serious drawbacks to an FLP that is carelessly invoked or improperly constructed.
July 09, 2014
Wells Fargo Grabs 8 Advisors With $1 Billion in AssetsMeanwhile, RIAs affiliated with Focus Financial and LPL add reps.
July 02, 2014
Cerulli finds ETF performance in Asia lacking in 2014ETF assets under management hit $159.5 billion, a 1.4 percent rise over the $157.3 billion recorded in March of 2014.