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.
United Capital's FinLife Platform Hits $22.5B
By Janet Levaux"The day may come soon when FinLife Partners eclipses United Capital in size," CEO Joe Duran said.
February 04, 2019
Women, Minorities Make Up Only a Sliver of Asset Management Firm Owners: StudyNew research shows that funds owned by women and minorities often have top-quartile returns.
February 01, 2019
IFP Gets Thumbs-Up to Launch BDThe breakaway RIA hope to move over 500 advisors to the platform it is building with Pershing from LPL Financial.
February 01, 2019
Arnold Lays Out 'Large Agenda' for LPL's Service ModelQ4 revenue missed expectations and affiliated advisor headcount dropped from Q3, but CEO Dan Arnold says the firm has a plan.
January 31, 2019
Women in WealthTech: Tricia Rothschild of MorningstarThe Chief Product Officer shares her views on everything from what keeps her up at night to her favorite apps.
January 25, 2019
UBS Wealth Said to Plan Bonus Cuts of Up to 20%The banks is expected to tamp down expectations in Asia and Europe; volatile markets pushed rich investors to the sidelines.
January 23, 2019
Raymond James to Buy Investment Bank With Wealth, Asset FocusThe bank, Silver Lane Advisors, will give Raymond James nearly 50 bankers working in the financial services space, including RIA mergers.
January 10, 2019
These Financial Firms Are Cutting Jobs Amid 2019 Market TurmoilIn addition to BlackRock, State Street, Morgan Stanley and some non-US firms are laying off employees.