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.
UBS Advisors Stay Ahead of Rivals: Q3 Earnings
By Janet LevauxThe average level of fees and commissions, as well as assets, keeps the FAs in the Americas at the head of the pack.
October 14, 2016
Wells Fargo, Amid Turmoil, Beats Estimates: Q3 EarningsAfter naming a new CEO this week in response to a scandal, Wells Fargo said its net income fell in the third quarter.
October 13, 2016
Voya falls most in 14 weeks as CFO leaves for role at S&P GlobalTwo recent executive departures could leave investors with questions about Voya's near-term future, one analyst said.
October 04, 2016
Henderson-Janus Merger Signals Fee Pressures Spurring M&AThe combined asset management firm, Janus Henderson Global Investors Plc, will have $320 billion in assets, plus Bill Gross.
October 01, 2016
A Stabilizing SectorMLP Equity Review Q216: MLPs, as represented by the Alerian MLP Index gained 19.7% during the quarter ended June 30, 2016.
September 30, 2016
The Rise of the Machines in Investment ManagementTechnology advances pose a threat to traditional investment managers, but successful firms will combine human judgment and creativity with computers analytical power.
September 29, 2016
Advisors' Dilemma: Investor Expectations vs. Market RealityNatixis study finds a quarter of advisors plan a big change within 3 years due to client expectations, regulatory pressure.
September 26, 2016
Advisors Get More Time for Clients When Outsourcing Investment ManagementNorthern Trust survey shows financial advisors who use third-party managers have a highly positive view of outsourcing.