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.
DFA Beats Bogle, Grantham—They All Beat Buffett: Analysis
By Gil WeinreichDFA proponent Eric Nelson weighs the strategies of Warren Buffett, Jeremy Grantham and John Bogle and finds their returns wanting compared with DFA's investing approach.
February 26, 2014
Wirehouse Teams Move to HighTower, Raymond JamesMeanwhile, Advisor Center helps seven advisors transition to IBDs in its network with about $520 million in assets.
February 26, 2014
12 Best & Worst Broker-Dealers: Q4 Earnings, 2013Some of Wall Street's major players haven't been able to turn their results around, but others are putting their troubles behind them.
February 24, 2014
Wealth Groups Share Plans, ‘Q4 ResultsMorgan Stanley, which reported a drop in its fourth-quarter net income, has outlined aggressive plans to boost its wealth-management results—namely…
February 21, 2014
Fidelity’s Morrison to Succeed O’Hanley as Investment ChiefCharles Morrison most recently was head of Fidelitys $750 billion fixed income division.
February 20, 2014
Fraud Prevention, Robo-Advisors and Key Takeaways: 2014 T3 Advisor Tech ConferenceAt T3, the custodians discussed ID theft and wire fraud, "middleware" providers were in evidence and the rise of robo-advisors was acknowledged.
February 19, 2014
New Hire Roundup: Murphy, Fredrickson Move Up at SECMeanwhile, Arbor Point Advisors added Jeffrey Schmaltz and Justin Neuberg joined Convergence Investment Partners.
February 18, 2014
Banks’ Wealth Management Biz ThrivesWealth management is an increasingly rich revenue source for banks and thrifts as traditional profit centers decline, Michael White and IPI found.