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.
Fall of the Bond King: Gross Lost an Empire as PIMCO Cracked
By Mary Childs, BloombergInterviews with 25 current and former PIMCO employees paint a complex picture of the events that led to Grosss departure.
November 24, 2014
6 Ways to Lure Clients Graduating From Robo-AdvisorsWhen investors outgrow automated advice, theyre going to look for a certain kind of advisor.
November 21, 2014
Securian to buy $16.4 billion asset manager from Stone PointAsset Allocation and Management manages portfolios for insurance companies.
November 21, 2014
Money Rolls In for the Money ManagersWe can point to at least three trends that are helping to push assets under management and revenue to records, Barry Ritholtz says.
November 17, 2014
Top 9 investor threats for 2015: NASAAState regulators release their annual list of emerging as well as persistent threats facing investors in the coming year.
November 13, 2014
New Hire Roundup: SIFMA Elects New Board OfficersMeanwhile, global law firm Ropes & Gray announced that Debra Lussier has been promoted to a partner in the firms private investment funds practice
November 07, 2014
3 Reasons Robo-Advisors Are Taking OffRobo-advisors have proliferated, but why? Bill Doyle of Forrester Research gave three reasons during a Schwab Impact session.
November 07, 2014
What Advisors Can Learn From Robo-Advisors: Orion’s ClarkeRobo-advisors create a huge opportunity for traditional advisors, according to Eric Clarke, president of Orion Advisor Services.