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 Stanley's Wealth Unit Teams With BlackRock to Grab $2T
By Sonali BasakThe wirehouse is highlighting rivals' inability to provide the same analysis as it looks to attract money clients have at other institutions.
May 17, 2018
Advisors Saw Robust Asset Growth in 2017, but Struggled to Add ClientsLowering fees is an ineffective strategy for driving growth, PriceMetrix data finds.
May 14, 2018
Envestnet Advisor Summit '18 Kicking Off With Top AttendanceOver 2,000 attendees are registered for the event, which features sessions on technology, portfolio management, best practices, ESG investing, strategists' solutions, data management and more
May 07, 2018
Morningstar Launches Investment Analysis Platform for Wealth ManagersMorningstar Direct for Wealth Management allows multiple teams at wealth management firms to share information in real time.
May 02, 2018
Raymond James Adds $1.7M Advisor From Wells Fargo: Recruiting RoundupJanney also nabs an advisor from Wells Fargo, as Ameriprise picks up a group of four reps from AXA Advisors.
April 27, 2018
Best Firms for Self-Directed Investors: J.D. Power — 2018The research firm is now separating self-directed investors into two groups: pure do-it-yourselfers and those getting some advice.
April 26, 2018
LPL Cuts Pricing Across Corporate, Hybrid RIA PlatformsThe firm plans to launch a no-transaction-fee mutual fund network.
April 20, 2018
Carson Group Adds $2B in Committed Assets in Q1The firm added 17 new partner firms in Q1; existing partner firms saw a big average uptick in assets.