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.
Top 3 Issues Advisors Will Face in 2014, Part 1: Robo-Advisors
By Michael E. KitcesIn the coming year, we'll begin to see which robo-advisors will pull ahead of the others, and many will aim to refine their business models.
December 18, 2013
New Hire Roundup: Altegris Names Jack Rivkin CIOMeanwhile, Convergent welcomed Richard Wells and the Senate Finance Committee approved three nominees for federal positions.
December 17, 2013
OppenheimerFunds Names New CEO, CIOThe money management firm will have a new chief investment officer on Jan. 1 and will name Art Steinmetz CEO on July 1.
December 12, 2013
Wells Adds 3 Teams with $4.5M as Rivals Nab RepsWirehouses are grabbing groups of advisors nationwide, and independent firms are acquiring new assets in Illinois.
December 09, 2013
Morgan, Merrill, UBS Tweak Pay Packages for 2014There are new awards and enhancements, but some payout thresholds have been raised at the wirehouses.
November 26, 2013
New Hire Roundup: Carasso Joins Senate Finance Committee StaffAmong this week's new hires, Adam Carasso joined the Senate Finance staff, and the IPA welcomed a new chairman and six new board members.
November 25, 2013
13 Best & Worst Broker-Dealers: Q3 Earnings, 2013Some of the largest companies turn in unexpectedly weak results, with one BD reporting its first loss under its star CEO.