Investment Platforms
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IA 25 2014: The Threat (or Non-Threat) of Robo-Advisors—Slideshow
By Editorial StaffIt may be reassuring to hear that the big tech experts on our list this year dont think robo-advisors are too much of a threat.
May 14, 2014
Morgan Stanley Names New Head of Private WealthEric Benedict will now lead more than 350 advisors serving ultra-high-net-worth clients.
May 14, 2014
New Hire Roundup: LPL President Moore Elected to FSI BoardAlso, DoubleLine adds four and AssetMark names Natalie Wolfsen chief commercialization officer.
May 13, 2014
At Envestnet’s Advisor Summit, It’s All About InnovationWith a jump in attendance this year, annual event in Chicago will welcome 800 advisors and speakers from Putnams Bob Reynolds to Wireds Chris Anderson.
May 08, 2014
Roz Chast: Caregiver litThe New Yorker cartoonist is getting attention with a graphic memoir about life with aging parents.
May 08, 2014
Motif Launches Products to Help Advisors Compete With Robo-AdvisorsA robo-advisor is a robo-allocator, they dont really give advice," says Motif's Hardeep Walia.
May 06, 2014
UBS Profits Rise 7% on Strong Wealth Results: Q1 EarningsUBS advisors in the Americas have average yearly fees and commissions of $1.04 million.
May 05, 2014
Top Reasons Indian Election Is Important to Global InvestorsEight hundred million Indians cast votes in a general election that promises to impact the global economy.