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.
The asset-management pressure cooker
By Lisa AbramowiczAsset managers need to rethink how they're going to continue being profitable while cutting fees.
February 22, 2017
What Investment Fraud Victims Have in CommonThe current economic environment is ideal for swindlers to practice their craft, AARP says.
February 17, 2017
Fidelity Posts 20% Profit Increase on Modest Revenue Growth in 2016"Careful cost management" provided $3.5 billion in operating income for the year on a 3.4% rise in revenue to $15.9 billion.
February 14, 2017
Baseball, Apple Pie and Robo-Advisors: US Dominates Robo MarketA report found adoption of robo-advisor services is heavily concentrated in the United States, with less than 1% of respondents in the UK, Germany and France using a robo.
February 13, 2017
Growing RIA Grabs $160M Group in SoCalMercer Advisors says this is its sixth deal over the past 12 months; it has $9.6 billion in client assets.
February 10, 2017
LPL CEO Says No Way on Pure RIAThe IBD discusses strategy and the impact of recent high-profile departures during its Q4 earnings call.
February 01, 2017
Ameriprise Beats Estimates as Assets, Inflows RiseThe broker-dealer has 9,675 advisors with average fees and commissions of $518,000 per year.
January 31, 2017
Momentum Growing for Robotics at Asset ServicersAcross the asset servicing industry, software robots are already improving efficiency and de-risking manual processes.