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.
Julius Baer May Cut 1,000 Jobs After Merrill Acquisition
By Marlene Y. SatterThe bank seeks to reduce its workforce by 15%18%, now that it has a combined staff of some 5,700 in the wake of its acquisition of Bank of America-Merrill Lynchs former U.S. wealth management units.
September 25, 2012
Recruiting Activity Gathering Steam As FAs Embrace Wide Range of OptionsMany brokers continued to move between the wirehouses in the late summer and early fall.
September 22, 2012
Live, love, laugh, leave a legacyStephen Covey, a pioneer of success literature, passes on.
September 22, 2012
Live, love, laugh, leave a legacyStephen Covey, a pioneer of success literature, passes on.
September 20, 2012
ByAllAccounts: Client service, retention are two top priorities of most successful advisorsClient service and client retention are the two top priorities of more than 6 in 10 highly successful financial advisors, new research reveals.
September 20, 2012
ByAllAccounts: Client service, retention are two top priorities of most successful advisorsClient service and client retention are the two top priorities of more than 6 in 10 highly successful financial advisors, new research reveals.
September 20, 2012
Wealthy Investors Prefer Boutiques Over Larger Wall Street Firms: StudyHigh-net-worth investors favor boutique wealth management firms over Wall Street behemoths based on quality, exclusivity, social status and ability to deliver special client experiences, according to a study.
September 14, 2012
The Top Wealth Managers 2012 Profiles: No. 2—Athena Capital Advisors LLCAt No. 2 on the list of Top Wealth Managers: Athena Capital Advisors, a firm that brings physics to finance.