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.
At Envestnet’s Advisor Summit, It’s All About Innovation
By James J. GreenWith a jump in attendance this year, annual event in Chicago will welcome 800 advisors and speakers from Putnams Bob Reynolds to Wireds Chris Anderson.
May 06, 2014
UBS Profits Rise 7% on Strong Wealth Results: Q1 EarningsUBS advisors in the Americas have average yearly fees and commissions of $1.04 million.
May 05, 2014
Top Reasons Indian Election Is Important to Global InvestorsEight hundred million Indians cast votes in a general election that promises to impact the global economy.
May 05, 2014
Funded Ratio of U.S. Pension Plans Eroded Further in AprilMercer reported Monday that the funding levels of pension plans sponsored by S&P 1500 companies fell by 1% in April to 84%.
April 30, 2014
IMCA’s ‘Capstone Gathering’ in Boston Attracts 1,700 AttendeesExecutive director and CEO Sean Walters says event is growing in attendance even as its overall membership swells, with more independent advisors joining.
April 29, 2014
Ameriprise Wealth Unit Boost Profits 39%: Q1 EarningsAverage fees and commissions per advisor top $450,000, up 15% from a year ago.
April 28, 2014
TIAA-CREF to Buy NuveenTIAA-CREF has announced plans to acquire Nuveen Investments for $6.25 billion, including debt. TIAA-CREF believes the acquisition “significantly…
April 21, 2014
Top 20 Richest Colleges for 2013: The Biggest EndowmentsOf the 835 colleges studied, endowments rose by an average of nearly 12% in the fiscal year ending in June 2013.