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.
Into the (Unknown) Future
By James J. GreenA Danish proverb holds that it is difficult to make predictions, especially about the future, and yet day in and day out advisors must plan for an unknowable future.
September 23, 2015
Diversification, Foreign Investment Key to Saudi Arabian EconomyThe price of oil is proving more of a liability these days than the boon to the Saudi Arabias economy that its been in the past.
September 22, 2015
Wall Street Cracks Down on Free Sharing of Analysts' NotesBrokerage and bank executives are frustrated that so much research ends up on Twitter minutes after its release.
September 21, 2015
Ritholtz: The Price of Losing Bill Gross or Jeff GundlachOnce an ace manager departs, it seems it's only a matter of time before the outsize reputation of that fund departs as well, Ritholtz writes.
September 08, 2015
Risk in the New WorldIn the modern world of investments, market risk is only one element of all the risks that currently exist.
September 08, 2015
Hartford hires Goldman’s Melvin for investment managementMelvin, 46, joins from Goldman Sachs Group Inc. and will report to Brion Johnson, president of Hartford Investment Management Co., or Himco.
September 02, 2015
12 Best & Worst Broker-Dealers: Q2 Earnings, 2015The financial sector boosted income 7% on average in the latest period as sales jumped 19% from a year ago.
August 31, 2015
BofA Wealth Results Weaken; Wells Fargo Mulls Robo MoveBank of America reported second quarter earnings of $5.3 billion, $0.45 per share, vs. $2.3 billion, or $0.19 per share, in the year-ago period. Revenue,…