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.
NextCapital Launches 'Digital Advisor' for 401(k)s
By Sabrina BachaiNextCapital Group has launched a digital platform that will help advisors bring managed accounts to 401(k) participants.
September 05, 2014
Morgan Stanley, Raymond James Add $1M-Plus Reps, TeamBaird hires a branch manager from Wells Fargo in Philadelphia.
August 27, 2014
4 reasons to use a trust to preserve assetsWealthy families far below the estate tax threshold are increasingly using trusts to protect, manage and grow assets.
August 27, 2014
4 reasons to use a trust to preserve assetsWealthy families far below the estate tax threshold are increasingly using trusts to protect, manage and grow assets.
August 25, 2014
Wirehouses Share Q2 ResultsUBS advisors in the Americas continue to improve their individual results and surpassed a key wirehouse rival when it comes to average fees and commissions…
August 25, 2014
American Century Exec NamedAmerican Century Investments tapped Glen Casey, formerly with Goldman Sachs, as senior vice president and global head of products early Monday.The fund…
August 25, 2014
Wells Hires Digi ChiefWells Fargo Advisors tapped Devon McConnell to head of WFA Digital, a new post that reports directly to WFA President Mary Mack starting in August. McConnell…
August 25, 2014
Andy Friedman: 4 Reasons to Use a Trust to Preserve AssetsFamilies far below the estate tax threshold are catching on to the benefits of trusts, political analyst and tax expert Andy Friedman says.