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.
Wirehouses Post Q3’14 Results
By Janet LevauxBank of America's Global Wealth and Investment Management unit, which includes Merrill Lynch and U.S. Trust, reported net income of $813 million vs. $720…
November 21, 2014
Money Rolls In for the Money ManagersWe can point to at least three trends that are helping to push assets under management and revenue to records, Barry Ritholtz says.
November 17, 2014
Top 9 investor threats for 2015: NASAAState regulators release their annual list of emerging as well as persistent threats facing investors in the coming year.
November 13, 2014
New Hire Roundup: SIFMA Elects New Board OfficersMeanwhile, global law firm Ropes & Gray announced that Debra Lussier has been promoted to a partner in the firms private investment funds practice
November 07, 2014
3 Reasons Robo-Advisors Are Taking OffRobo-advisors have proliferated, but why? Bill Doyle of Forrester Research gave three reasons during a Schwab Impact session.
November 07, 2014
What Advisors Can Learn From Robo-Advisors: Orion’s ClarkeRobo-advisors create a huge opportunity for traditional advisors, according to Eric Clarke, president of Orion Advisor Services.
November 04, 2014
What Low Oil Prices Mean for MLPsHow likely is it that MLPs will recover (and even outperform) after weakening tied to falling energy prices?
October 28, 2014
Ameriprise Beats Q3 Estimates, Posts Strong Wealth ResultsThe average yearly production level for its advisors is $483,000, up 13% from last year.