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.
Wirehouse Fees & Commissions: Who’s on Top?
By Janet LevauxOne big firm surpasses its rivals by a very comfortable margin when it comes to both advisor productivity and average AUM.
May 20, 2014
Manulife appoints UBS’s Kai Sotorp to oversee $273BManulife is among insurers seeking to boost fee income from overseeing funds for institutional and retail clients.
May 20, 2014
Manulife appoints UBS’s Kai Sotorp to oversee $273BManulife is among insurers seeking to boost fee income from overseeing funds for institutional and retail clients.
May 19, 2014
IA 25 2014: The Threat (or Non-Threat) of Robo-Advisors—SlideshowIt may be reassuring to hear that the big tech experts on our list this year dont think robo-advisors are too much of a threat.
May 15, 2014
Raymond James, Wells Fargo Grab Teams From RivalsMeanwhile, Securities America and Stratos Wealth attract groups of breakaway brokers.
May 14, 2014
Financial Planning or Asset Management? Clients Need BothWhy the AUM fees versus flat fees debate is resonating with advisors and why it all may just be moot.
May 14, 2014
Morgan Stanley Names New Head of Private WealthEric Benedict will now lead more than 350 advisors serving ultra-high-net-worth clients.
May 14, 2014
New Hire Roundup: LPL President Moore Elected to FSI BoardAlso, DoubleLine adds four and AssetMark names Natalie Wolfsen chief commercialization officer.