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 robots are coming: To put you in an index fund
By Ben Steverman, Margaret CollinsRobo-advisors are computer programs that ask clients questions online and set up portfolios. And, unlike many in the investment industry, they are fiduciaries.
June 21, 2015
The Diagnosis Is In: ‘Investor Hypochondria’The Investor Who Cried Risk could be the title of todays investor sentiment, Allianz Global Investors says.
June 18, 2015
New Hire Roundup: RBC Global Asset Management Adds 5Meanwhile, Northern Trust added a senior VP in New York and a Minnesota state president.
June 15, 2015
How advisors can protect their elder clients against financial fraudThese eleven important points about fraud will help you protect your elder clients and keep their assets safe.
June 08, 2015
Oil Price Drop Hitting Sovereign Funds: Invesco StudyNorth American sovereign wealth funds have been hardest hit by the steep drop in energy prices, the study found.
June 07, 2015
PIMCO Outflows After Gross' Exit 'Staggering': MorningstarInstitutional outflows remain an issue for the fixed-income shop, according to the research firm.
June 01, 2015
Wirehouses Post Q1’15 ResultsThe wirehouse broker-dealers recently issued their first-quarter financial performance. Morgan Stanley Wealth Management said its net income improved 27%…
May 28, 2015
LPL Shares Info on Reps Recruited in Q1The IBD lags rivals in terms of average assets per financial advisor but says its "technology, solutions, service and resources" set it apart.