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.
Asset growth fastest among dually registered RIAs/B-Ds
By Warren S. HerschThe dually registered RIA/B-D channel boosted assets under management by a compounded annual growth rate of 19 percent in 2012.
February 22, 2013
Wirehouses Boost Wealth ResultsBank of America reported a 63% drop in net income for the fourth quarter of 2012.
February 20, 2013
New Hire Roundup: BlackRock Names Shedlin CFOThis week in new hires, Gary Shedlin was named CFO of BlackRock, and Mary Justice was named Seattle market leader for the Private Client Reserve of U.S. Bank.
February 15, 2013
Barclays, Morgan Stanley, Raymond James Grab Reps From RivalsThe movement involves advisors with more than $15.6 billion in client assets under management and $36 million in yearly fees & commissions.
February 14, 2013
Aberdeen Asset Management Acquires Artio Global for $175MThe U.K.-based global asset manager continues its growth plan in U.S. with the acquisition of a $14.3 billion firm and looks to further its reach with BDs and RIAs.
February 04, 2013
Study finds 4 strategies to increase advisor productivityDespite the challenges, there are opportunities in financial advisory distribution, a LIMRA/McKinsey study finds.
February 01, 2013
Focus Financial Adds $1B RIAPortfolio Strategy Group joins the partnership with five advisors.
January 31, 2013
Most pension assets vulnerable to conflicts of interestA report shows that $707B in regulatory assets are managed by consultants who say they have one or more conflicts of interest.