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.
Manulife appoints UBS’s Kai Sotorp to oversee $273B
By Craig Giammona | Katia DmitrievaManulife is among insurers seeking to boost fee income from overseeing funds for institutional and retail clients.
May 15, 2014
Raymond James, Wells Fargo Grab Teams From RivalsMeanwhile, Securities America and Stratos Wealth attract groups of breakaway brokers.
May 14, 2014
Financial Planning or Asset Management? Clients Need BothWhy the AUM fees versus flat fees debate is resonating with advisors and why it all may just be moot.
May 14, 2014
Morgan Stanley Names New Head of Private WealthEric Benedict will now lead more than 350 advisors serving ultra-high-net-worth clients.
May 14, 2014
New Hire Roundup: LPL President Moore Elected to FSI BoardAlso, DoubleLine adds four and AssetMark names Natalie Wolfsen chief commercialization officer.
May 13, 2014
At Envestnet’s Advisor Summit, It’s All About InnovationWith a jump in attendance this year, annual event in Chicago will welcome 800 advisors and speakers from Putnams Bob Reynolds to Wireds Chris Anderson.
May 08, 2014
Roz Chast: Caregiver litThe New Yorker cartoonist is getting attention with a graphic memoir about life with aging parents.
May 08, 2014
Motif Launches Products to Help Advisors Compete With Robo-AdvisorsA robo-advisor is a robo-allocator, they dont really give advice," says Motif's Hardeep Walia.