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.
Wells Fargo Adds 11 California Reps With $1B in AUM
By Janet LevauxThe wirehouse taps a new communications chief, as independent firms hire recruiters, portfolio managers.
August 27, 2014
4 reasons to use a trust to preserve assetsWealthy families far below the estate tax threshold are increasingly using trusts to protect, manage and grow assets.
August 25, 2014
Wirehouses Share Q2 ResultsUBS advisors in the Americas continue to improve their individual results and surpassed a key wirehouse rival when it comes to average fees and commissions…
August 25, 2014
American Century Exec NamedAmerican Century Investments tapped Glen Casey, formerly with Goldman Sachs, as senior vice president and global head of products early Monday.The fund…
August 25, 2014
Wells Hires Digi ChiefWells Fargo Advisors tapped Devon McConnell to head of WFA Digital, a new post that reports directly to WFA President Mary Mack starting in August. McConnell…
August 25, 2014
Andy Friedman: 4 Reasons to Use a Trust to Preserve AssetsFamilies far below the estate tax threshold are catching on to the benefits of trusts, political analyst and tax expert Andy Friedman says.
August 13, 2014
Global Venture Capital Investors Enthusiastic About U.S.Global investor confidence in the U.S. has increased significantly thanks to favorable markets and abundant opportunities, according to a survey.
August 11, 2014
Smaller Asset Management Firms Can Have Big BrandsJust ask PIMCO: smaller firms that punch above their weight can leverage their brand better than larger firms that have lost momentum, consultancy Landor says.