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.
Different Ways to Make Water Plays
By Ed McCarthy, CFP, RICPGiven today's environmental conditions, the natural resource offers investors varied opportunities.
May 06, 2015
Morgan Stanley, Raymond James Recruit Big Teams From RivalsIn addition, Cetera Advisors says it is now providing services to a large group that advises pro athletes.
May 05, 2015
UBS Is Having Its Best Day in YearsProfit doubled last quarter for the Swiss bank, and wealth-management Americas' earnings rose close to 5%.
May 04, 2015
The Robo-Advisors of the Health Care WorldHealth care is undergoing a transition that might sound familiar to advisors who are watching the robo-advisor space: consumers using online tools and mobile devices to control more of their health on their own.
May 01, 2015
HNWs Worry About Unintended Consequences of a Big InheritanceMany wealthy people worry that too large an inheritance will discourage family members from reaching their full potential, a Merrill study finds.
May 01, 2015
AIG weighs too-big-to-fail off-ramp taken by GE, Hancock saysAIG CEO Peter Hancock says the insurer has undertaken measures to align company risk with regulators goals.
April 24, 2015
Top 20 richest colleges of 2014: the biggest endowmentsHealthy investment returns allow schools to fund a larger portion of their budgets from endowments.
April 24, 2015
Top 20 richest colleges of 2014: the biggest endowmentsHealthy investment returns allow schools to fund a larger portion of their budgets from endowments.