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.
Banco do Brasil Sharia Fund Spurring Investor Interest
By Marlene Y. SatterA growing Islamic market and a growing emerging marketwhats not to like?
July 09, 2014
Wells Fargo Grabs 8 Advisors With $1 Billion in AssetsMeanwhile, RIAs affiliated with Focus Financial and LPL add reps.
July 02, 2014
Cerulli finds ETF performance in Asia lacking in 2014ETF assets under management hit $159.5 billion, a 1.4 percent rise over the $157.3 billion recorded in March of 2014.
July 01, 2014
Baird Wraps Up Major AcquisitionWith the purchase of McAdams Wright Ragen, the privately owned firm now has more than 800 reps in more than 80 branches.
July 01, 2014
Asset Management Set for Radical Transformation: KPMGThe global asset management industry will radically transform because of seismic shifts in client demographics, technology and changing social values, KPMG says.
July 01, 2014
Equities to remain biggest component of AUM thru 2018By year-end 2018, Cerulli predicts, equities will account for 41.8 percent of assets under management worldwide.
June 30, 2014
Hire These AdvisorsReading a story on next-gen advisors, you might expect to learn about how these youthful entrepreneurs push a few buttons on their smart phones and bam—out…
June 26, 2014
Raymond James, Baird, Wells Fargo Add Reps From RivalsThe freshly recruited teams include families as well as individual advisors.