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.
Global Venture Capital Investors Enthusiastic About U.S.
By Michael S. FischerGlobal investor confidence in the U.S. has increased significantly thanks to favorable markets and abundant opportunities, according to a survey.
August 07, 2014
Smaller 401(k) Plans Beat Larger Ones: StudyWhat is one thing that smaller 401(k) plans have that larger ones don't? It's not better investment options.
August 06, 2014
PIMCO Outflows Slow, Firm Hires 'Distressed Credit' ManagerThe level of pain at the flagship Total Return fund is down, but a rival fund continues to shine.
August 04, 2014
Wells Fargo Names Digital Chief, Shares IT Growth PlansWells Fargo Advisors says it is making its most significant technology investment in a decade.
August 04, 2014
How an Advisor Can Outsource Money Management While Staying InvolvedManaging money on your own takes a lot of work, but this outsourcing strategy allows me to stay involved while using the best managers.
August 01, 2014
RIAs’ ETF and Mutual Fund Assets Rose 12% in First HalfLong-term mutual fund and ETF assets under management have hit $1.8 billion, Access Data reported Friday.
July 31, 2014
3 Reasons New ETF Could Boost China, Germany Investment TiesOne of mainland China's largest fund managers is looking to the West with an ETF based on Germanys DAX.
July 31, 2014
UBS Profits Up Despite Regulatory Fines: Q2 EarningsUBS profit beat estimates despite muted client activity and charges resulting from litigation and regulatory matters.