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.
Raymond James Adds $555M Wirehouse Reps in West
By Janet LevauxThe advisors moved from Merrill Lynch and Morgan Stanley; they come on board in Hawaii, California and Texas.
December 14, 2017
LPL Shares Update on First Wave of NPH OnboardingThese 11 large groups moving onto LPLs platforms should bring between $12.5 billion and $16 billion in combined client assets.
December 06, 2017
Triad Advisors Adds $900M Group: Recruiting RoundupMeanwhile, Woodbury and Ameriprise Financial share news on their latest hires.
December 06, 2017
Celebrity Advisor David Bach Launches ‘Business in a Box’ for AdvisorsIf your advisory business today has below $25 million in assets ... you will be out of business in five years, Bach told ThinkAdvisor.
December 01, 2017
Veteran $1B Wells Fargo Team Moves to BairdThe group includes three advisors based in Anchorage, Alaska.
November 30, 2017
Top 5 Advisor-Recommended TDFs in 401(k)sThe amount of 401(k) assets in TDFs has increased phenomenally, says one expert. Here are the top 5 advisors are recommending.
November 22, 2017
China's Move to Limit Risk Misses the Problem With BondsBeijing regulators are tired of bailing out failed 'wealth management' products.
November 21, 2017
Raymond James Wraps Up $172M DealThe firm completes purchase of Scout Investments and Reams Asset Management and shares its October results.