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.
Majority of Public Doesn’t Know RIA Model Exists: Advizent’s Goldman
By John SullivanCount on Charles Goldman to give it to you straight. The information he delivered made it abundantly clear why branding is so important.
August 23, 2012
The Tab for IndependenceCan advisors across the spectrum afford to go independent, no matter their asset level? Opinion is mixed.
August 23, 2012
Three Advisors, Three StoriesWhen Louis Berger and his partner founded their RIA, Washington Square Capital Management, in New York City in 2009, they had to adjust their mindset.
August 23, 2012
Q2 ’12 Wealth Profits Top Year-Ago ResultsBank of America-Merrill Lynch reported profits of $2.5 billion for second-quarter 2012, or 19 cents a share, beating analysts estimates of 14 cents.
August 23, 2012
Raymond James Reports Mixed July ResultsThe broker-dealers fees and commissions dropped a bit from June, though assets remained steady.
August 22, 2012
Fee-Based Accounts Contribute to Steep Revenue Growth: StudyThe results find that fee-based advisors grew 47% over three years.
August 21, 2012
Contemplating Capacity: Where Do We Go From Here?Over the past two decades, the ETF industry has grown to asset levels that few predicted when the first U.S.-listed ETF was launched in 1993.
August 21, 2012
Go Green for GrowthIn todays extremely tough and uncertain economic environment, the battle against climate change is getting fewer inches of column space.