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.
BlackRock Snaps Up FutureAdvisor: Could Wealthfront or Betterment Be Next?
By Bernice NapachAs the fifth-largest robo-advisor is bought, all eyes are now on Wealthfront and Betterment as the next acquisition target, advisor techie Bill Winterberg says.
August 19, 2015
Principal names Houston to expand $540 billion asset managerPrincipal Financial's new CEO says the company will build on its position in asset management, retirement and protection.
August 18, 2015
There’s Gold in Them Thar Hills. And Art. And Condos.Gold has taken a back seat to fine art and high-end residences as a store of wealth. Are you helping clients manage those assets' risk?
August 12, 2015
Robo-Advisors Will Need Humans — Yes, Humans — to Grow Business: CerulliNew research from Cerulli shows that consumers are not using technology to replace professionals outright.
August 11, 2015
Bronfman E.L. Rothschild, Highline Wealth Form $3.6B FirmNeal Simon, Highline's founder, will be CEO of the combined RIA group.
August 11, 2015
5 Trends Impacting LPL’s Results & IBD SpaceThe independent broker-dealer sees M&As, fiduciary matters and lower sales of alternative products ahead.
August 06, 2015
Manulife profit meets estimates as insurance, wealth gainThe Toronto-based company said Q2 net income declined 36 percent to CAD $600 million or 29 cents a share.
August 06, 2015
Manulife profit meets estimates as insurance, wealth gainThe Toronto-based company said Q2 net income declined 36 percent to CAD $600 million or 29 cents a share.