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.
Baird Wraps Up Major Acquisition
By Janet LevauxWith the purchase of McAdams Wright Ragen, the privately owned firm now has more than 800 reps in more than 80 branches.
June 30, 2014
Hire These AdvisorsReading a story on next-gen advisors, you might expect to learn about how these youthful entrepreneurs push a few buttons on their smart phones and bam—out…
June 26, 2014
Raymond James, Baird, Wells Fargo Add Reps From RivalsThe freshly recruited teams include families as well as individual advisors.
June 25, 2014
New Hire Roundup: BNY Mellon Announces Organizational ChangesCommonfund's president and CEO Verne Sedlacek will step down; Sarr to head ESG investing at Northern Trust Asset Management.
June 10, 2014
How Real Advisors Can Steal the Robo-Advisors’ AdvantageFlexScore, an in-depth financial scoring system, might help financial advisors get the robots to work for them.
June 04, 2014
Condi Rice, Joe Torre to Speak at Pershing InsitePershing also announces that it's updating all its major platforms.
May 29, 2014
Fidelity’s Durbin: RIAs Thriving; Top Clients See Robo-Advisors as Positive TrendFidelity IWS chief reports custodial business growing healthily, ironically with fewer, but larger, RIA client firms, who embrace virtual advice-giving.
May 29, 2014
12 Best & Worst Broker-Dealers: Q1 Earnings, 2014This quarter saw surprising performance dips and peaks across the financial sector.