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.
New Hire Roundup: Altegris Names Murphy Deputy CIO
By Marlene Y. SatterAlso in new hires, Lindsey and Lindsey adds Christina Lindsey Orta, and former Gov. David Paterson joins IFS Securities.
July 24, 2014
Robo-Advisors and Online Financial Advice: The DifferenceIn the end, does the advice clients get come from a human or a (human-designed) computer algorithm? And why is that important?
July 21, 2014
Natixis to Fund Study on Investor BehaviorNatixis hopes an MIT study will help create automated, customized processes to help conflicted modern-day investors make better decisions.
July 21, 2014
Allianz Backs ‘Legend’ Bill Gross as PIMCO Total Return LagsWe want Bill Gross to work as CIO for as long as he is willing and able, says Allianz board member Jay Ralph.
July 17, 2014
Morgan Stanley Wealth Earnings Up, but Merrill Stays Ahead in Q2Despite Gormans push, the Morgan unit still has room for improvement on some fronts compared to its main rival, Merrill.
July 17, 2014
U.S. stocks fluctuate as Microsoft gain offsets Russia sanctionsThe S&P 500 Index fell 0.1 percent to 1,979.21 at 10 a.m. in New York, trimming an earlier drop of 0.4 percent.
July 16, 2014
Schwab Profit Up 27%: Q2 EarningsSchwab reports more than $1 trillion in client assets managed by indie advisors.
July 14, 2014
Cushing Asset Management: 2014 Specialty SMA Manager of the Year"Consistent and disciplined" stock picking is the key to success in Cushings MLP Alpha Total Return Strategy.