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.
Baird Wraps Up Merger
By Janet LevauxMilwaukee-based Baird says it has completed its purchase of McAdams Wright Ragen, adding 85 advisors with some $10 billion in client assets and seven offices…
July 21, 2014
Allianz Backs ‘Legend’ Bill Gross as PIMCO Total Return LagsWe want Bill Gross to work as CIO for as long as he is willing and able, says Allianz board member Jay Ralph.
July 17, 2014
Morgan Stanley Wealth Earnings Up, but Merrill Stays Ahead in Q2Despite Gormans push, the Morgan unit still has room for improvement on some fronts compared to its main rival, Merrill.
July 17, 2014
U.S. stocks fluctuate as Microsoft gain offsets Russia sanctionsThe S&P 500 Index fell 0.1 percent to 1,979.21 at 10 a.m. in New York, trimming an earlier drop of 0.4 percent.
July 16, 2014
Schwab Profit Up 27%: Q2 EarningsSchwab reports more than $1 trillion in client assets managed by indie advisors.
July 14, 2014
Cushing Asset Management: 2014 Specialty SMA Manager of the Year"Consistent and disciplined" stock picking is the key to success in Cushings MLP Alpha Total Return Strategy.
July 10, 2014
Banco do Brasil Sharia Fund Spurring Investor InterestA growing Islamic market and a growing emerging marketwhats not to like?
July 09, 2014
6 pitfalls that clients eyeing an FLP need to considerFLPs are not for everyone. There can be serious drawbacks to an FLP that is carelessly invoked or improperly constructed.