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.
Raymond James Tops Estimates as Private Client Sales Rise 8%
By Janet LevauxThe number of advisors jumped by 79 in the latest quarter to 6,336.
January 06, 2015
Asian Venture Capital Surged in 2014: PreqinGlobally, there was an 11% drop in the number of financings that took place compared with 2013, but a 58% rise in the aggregate value of deals.
December 23, 2014
Raymond James Adds 8 Advisors; Margaret Towle Joins MerrillRJ adds advisors from largest credit union in Oregon, while Wells Fargo adds reps in Connecticut and Texas. Towle, formerly of HighTower, joins Merrill.
December 19, 2014
Robo-Advisors Will Offer More Opportunities Than Threats to AdvisorsAs robo-advisors continue to attract clients assets and venture capitalists dollars, some advisors may wonder if theyre a threat to their business.
December 16, 2014
Vanguard’s Robo-Offering: Good for Advice, Bad for AdvisorsExpert Michael Kitces weighs in on the pros and cons of the industry giant's latest plans.
December 11, 2014
Merrill’s New Comp Plan Pushes Reps to Drop Small ClientsEnhanced payouts will be offered to reps who bring in new high-net-worth households as smaller clients will be directed to Merrill Edge.
December 03, 2014
Fall of the Bond King: Gross Lost an Empire as PIMCO CrackedInterviews with 25 current and former PIMCO employees paint a complex picture of the events that led to Grosss departure.
December 01, 2014
Traditional Institutional Asset Management Recorded Net $22.7B Inflows in Q3The inflows are a turnaround from last quarter, when $80 billion left the funds, eVestment reports.