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 Improves Earnings, but Wealth Groups Falter
By Janet LevauxAdvisors in the Americas have average assets of $145 million and average production of $1.06 million.
February 01, 2016
Are you competing with a computer?While robo-advisors seem here to stay, can they replace human advisors?
January 19, 2016
Icahn urges drastic AIG shift, says CEO credibility on the lineActivist Investor Carl Icahn is calling for AIG to become a smaller, simpler company.
January 19, 2016
BofA Wealth Profits Fall in Q4; Morgan Stanley Shows Mixed ResultsMerrill Lynch says its advisors had close to $1 million in yearly fees and commissions in 2015.
January 14, 2016
4 uncommon advisory fee structuresSEI Advisor Network surveyed financial advisors to determine how they're charging clients for their services.
January 14, 2016
4 uncommon advisory fee structuresSEI Advisor Network surveyed financial advisors to determine how they're charging clients for their services.
January 13, 2016
MetLife unit’s SIFI off-ramp may pressure AIG as Icahn loomsMany investors have nonetheless grown impatient with AIG, whose share price has slumped 6.5 percent this year.
January 12, 2016
4 Uncommon Advisory Fee StructuresAUM fees aren't one size fits all. How should advisors charge for small accounts? Should they charge a financial planning fee? SEI weighs in.