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.
American Century Hires Former Goldman Exec as Global Products Chief
By Janet LevauxThe Kansas City, Missouri-based fund family taps Glen Casey to expand products and sales.
August 04, 2014
Wells Fargo Names Digital Chief, Shares IT Growth PlansWells Fargo Advisors says it is making its most significant technology investment in a decade.
August 04, 2014
How an Advisor Can Outsource Money Management While Staying InvolvedManaging money on your own takes a lot of work, but this outsourcing strategy allows me to stay involved while using the best managers.
August 01, 2014
RIAs’ ETF and Mutual Fund Assets Rose 12% in First HalfLong-term mutual fund and ETF assets under management have hit $1.8 billion, Access Data reported Friday.
July 31, 2014
3 Reasons New ETF Could Boost China, Germany Investment TiesOne of mainland China's largest fund managers is looking to the West with an ETF based on Germanys DAX.
July 31, 2014
UBS Profits Up Despite Regulatory Fines: Q2 EarningsUBS profit beat estimates despite muted client activity and charges resulting from litigation and regulatory matters.
July 31, 2014
PIMCO’s Gross Fights for the 1% (of ‘Excess Return’) in a 4%-5% WorldBill Gross says weve entered a new epoch of low returns driven by income rather than capital gains, making skilled management all the more critical.
July 31, 2014
Are Robo-Advisors Poised to Take Over?Wealthfront and Xignite, a cloud-based market data firm, lay out the case for why they are the future of wealth management.