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.
AUM Tracking Survey Posts First Drop Since 2015
By Michael S. FischerAn SS&C survey that tracks 15 publicly traded asset managers found a drop in Q1.
June 28, 2018
Asset Manager of the Year Todd Gervasini on Finding 'Pockets of Inefficiencies'The Wakefield Large Cap Equity Strategy relies on team members who "think the Wakefield way and not the typical Wall Street way."
June 22, 2018
Investors Demand Nestle, Pepsi and Others Cut Plastic UseHermes Investment Management, Impax Asset Management, NEI Investments and Walden Asset Management are among a $1 trillion-in-assets group demanding change.
June 21, 2018
Guggenheim Said to Weigh Sale of Stake in $250 Billion ManagerScott Minerd says insurers get the best results when they buy minority stakes in asset managers.
June 07, 2018
BNY Mellon Wealth Names New CEOCatherine Keating was an executive at JPMorgan Chase for nearly 20 years and most recently led Commonfund.
June 01, 2018
7 Conclusions From the Spring Frenzy of Financial ActivityI binge-watched a slew of investor conferences and portfolio manager meetings. Let me catch you up.
May 31, 2018
United Capital Taps New Chief Investment OfficerKara Murphy comes on board from SunAmerica Asset Management.
May 29, 2018
Merrill's New Comp Plan 'Too Harsh,' Recruiter SaysPenalizing even high-producing advisors who don't meet certain targets could have unintended consequences, recruiter Danny Sarch warns.