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.
Curian Closure Has Rivals Ready to Strike
By Janet LevauxAs the firm, with $12 billion in assets, prepares to shutter, competitors are clamoring for its clients and advisors.
July 23, 2015
Moynihan Tightens BofA Grip as Friction Said to Spur ShakeupBank of America CEO Brian Moynihan named the fourth finance chief of his tenure in a broad shakeup as he seeks to reverse shrinking revenue.
July 23, 2015
Raymond James, Ameriprise Beat Estimates on Strong Advisor ResultsRaymond James boosts private client revenue 9%, while Ameriprise improves wealth profits 13%.
July 17, 2015
U.S. Investors Prefer Active Management to Navigate Volatility: MFSNearly three-quarters of U.S. professional investors look to active managers for capital protection.
July 16, 2015
Is Asia-Pacific Timberland a Growth Sector?Investors who follow wood and wood products know the market forces affecting the sector are many and varied.
July 14, 2015
Dollar falls as June retail-sales drop trims Fed rate-rise oddsThe greenback dropped against most of its major peers after retail sales declined by 0.3 percent in June.
July 13, 2015
Global AUM for Investment Managers Increasing Faster Than RevenueFee pressure is keeping industry revenue down, while AUM increase is mostly due to market appreciation, a Casey Quirk benchmarking study shows.
July 09, 2015
What Wealthfront’s Attack on Betterment Is Really AboutThe real competition for Wealthfront is with the other 99.9% of industry assets that arent managed by ANY robo-advisor," says Michael Kitces.