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.
TIAA-CREF to buy Nuveen Investments
By Christopher Condon | Charles SteinThe $6.25 billion price includes $4.56 billion in outstanding debt.
April 10, 2014
Sterne Agee to Buy WRP, Add 350 RepsThe deal could add some $600 million in assets to the Birmingham, Ala.-based firm, which is privately held.
April 10, 2014
Robo-Advisors Gobbling Billions in AssetsThe rise of online financial services fits into a "long-term, bigger problem" for advisors, who must adjust to serving younger clients, Corporate Insight says.
March 14, 2014
AIG adds BlackRock’s Fisher to boardPeter Fisher joins the board of directors as the AIG prepares for increased federal oversight.
March 10, 2014
Raymond James Grabs $4.2M Advisors; Morgan Stanley Adds $4.5M TeamsFocus Financial and Advisor Center also share the names of independent advisors they've helped switch affiliation.
March 06, 2014
DFA Beats Bogle, Grantham—They All Beat Buffett: AnalysisDFA proponent Eric Nelson weighs the strategies of Warren Buffett, Jeremy Grantham and John Bogle and finds their returns wanting compared with DFA's investing approach.
February 27, 2014
Allianz fourth-quarter profit misses estimatesShares of Europes biggest insurer lost as much as 4.3 percent, the biggest decline since July 3.
February 27, 2014
Allianz fourth-quarter profit misses estimatesShares of Europes biggest insurer lost as much as 4.3 percent, the biggest decline since July 3.