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.
Experimenting With New Compensation Models
By Ellen UzelacThe variety of fee structures is growing, as advisors fine-tune offerings for a changing client base.
September 24, 2014
12 worst financial advisors in America: 2014The dirty dozen follow in the sad tradition of their brethren of years past.
September 23, 2014
12 Worst Financial Advisors in America: 2014Stealing huge sums from clients and bilking military veterans and disaster victims are just some of these advisors' egregious actions.
September 22, 2014
Morningstar Launches Smart Beta Ratings SystemAt its ETF Conference, Morningstar introduces a smart betaor "strategic beta" in Morningstar parlanceexchange-traded product classification system.
September 17, 2014
Wells Fargo adds 11 California reps with $1B in AUMThe wirehouse taps a new communications chief, as independent firms hire recruiters, portfolio managers.
September 17, 2014
Wells Fargo adds 11 California reps with $1B in AUMThe wirehouse taps a new communications chief, as independent firms hire recruiters, portfolio managers.
September 15, 2014
NextCapital Launches 'Digital Advisor' for 401(k)sNextCapital Group has launched a digital platform that will help advisors bring managed accounts to 401(k) participants.
September 15, 2014
Schwab, TD Ameritrade Report 3% Monthly UptickTD Ameritrade also says it has expanded its online education site for RIAs.