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.
Atria to Buy BD Next Financial
By Janet LevauxThe purchase could bring Atria a network of over 1,900 independent advisors with about $65 billion in total assets.
December 11, 2018
Mercer Advisors Acquires Bell Wealth ManagementBell Wealth has $200 million in AUM.
December 04, 2018
Raymond James Taps New Head of Northeast Indie ChannelShannon Reid will oversee Raymond James Financial Services operations in 12 states and the District of Columbia.
December 04, 2018
JPMorgan: Cash Better Than StocksFor the first time in a decade, investors can benefit more from safe, liquid securities than from the S&P 500 Index, adjusted for volatility, according to the bank's asset management team.
November 29, 2018
4 Innovative Pricing Structures for Wealth Management ServiceAn increasing variety of fee structures is a boon for previously underserved clients — or in this case, advisors.
November 27, 2018
Baird Buying Hilliard Lyons and Its 380 AdvisorsThe deal could result in a firm with nearly 1,300 financial advisors and some $250 billion in client assets.
November 21, 2018
How the World's Most Successful Entrepreneurs InvestEquities were U.S. entrepreneurs' top allocation, beating out even their own businesses, BNP Paribas reports.
November 14, 2018
LPL Picks Up $410M Reps from Wells Fargo, Cetera: Recruiting RoundupMeanwhile, Ameriprise, Hilliard Lyons, Janney Montgomery Scott and Raymond James add reps from rivals; RIA Provise Management opens a new office in Tampa.