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: BNY Mellon Announces Organizational Changes
By Marlene Y. SatterCommonfund's president and CEO Verne Sedlacek will step down; Sarr to head ESG investing at Northern Trust Asset Management.
May 29, 2014
Fidelity’s Durbin: RIAs Thriving; Top Clients See Robo-Advisors as Positive TrendFidelity IWS chief reports custodial business growing healthily, ironically with fewer, but larger, RIA client firms, who embrace virtual advice-giving.
May 29, 2014
12 Best & Worst Broker-Dealers: Q1 Earnings, 2014This quarter saw surprising performance dips and peaks across the financial sector.
May 27, 2014
Wirehouse Fees & Commissions: Who’s on Top?One big firm surpasses its rivals by a very comfortable margin when it comes to both advisor productivity and average AUM.
May 27, 2014
IBDs Post Mixed ResultsLPL Financial's net income in the period ending March 31 fell about 3% year over year to $53.1 million, though net revenue jumped close to 12% to nearly…
May 20, 2014
Schorsch-Led Group to Buy Strategic CapitalRCS Capital aims to expand the alternative products it offers advisors and their retail investor clients.
May 20, 2014
Manulife appoints UBS’s Kai Sotorp to oversee $273BManulife is among insurers seeking to boost fee income from overseeing funds for institutional and retail clients.
May 20, 2014
Manulife appoints UBS’s Kai Sotorp to oversee $273BManulife is among insurers seeking to boost fee income from overseeing funds for institutional and retail clients.