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.
Morgan’s Gorman: Advisor Turnover to Keep Slowing
By Janet LevauxThe post-2008 mayhem that led many brokers to switch firms is over, Morgan CEO said, as the firm reported an 80% profit jump.
October 02, 2013
Preparing your clients for the digital afterlifeState legislatures nationwide are now passing digital asset laws that can help estate planners.
October 02, 2013
Preparing your clients for the digital afterlifeState legislatures nationwide are now passing digital asset laws that can help estate planners.
October 01, 2013
FSOC targets asset management firms as next SIFIsThe Office of Financial Research report notes the importance of the industry's oversight of $53 trillion in financial assets.
October 01, 2013
FSOC targets asset management firms as next SIFIsThe Office of Financial Research report notes the importance of the industry's oversight of $53 trillion in financial assets.
September 30, 2013
FSOC Targets Asset Management Firms as 'Systemically Important'Asset management firms look to be next on the Financial Stability Oversight Councils list to be considered systemically important financial institutions (SIFIs).
September 30, 2013
Preparing Your Clients for the Digital AfterlifeEstate planners have started to see more clients digital assets outlive them, and theyre now tasked with helping families manage that digital legacy.
September 03, 2013
Fed’s actions negatively impact Asian fundsIn June, long-term Asian mutual funds under management dipped to $2.108 trillion from $2.156 trillion, a 2.2 percent decline.