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.
Preparing Your Clients for the Digital Afterlife
By Joyce HansonEstate planners have started to see more clients digital assets outlive them, and theyre now tasked with helping families manage that digital legacy.
August 27, 2013
Morgan Stanley Adds 9 Reps From RivalsThe new advisors bring about $10 million in yearly fees and commission, as well as more than $1.8 billion in total client assets.
August 27, 2013
13 Best & Worst Broker-Dealers: Q2 Earnings, 2013Some large organizations kept up their momentum, while smaller BDs showed both weaker than expected and surprisingly strong results.
August 26, 2013
Wirehouse Wealth Results Strong in Q2Bank of America said its second-quarter net income rose 63% to $4.0 billion, or $0.32 per share, from $2.5 billion, or $0.19 per share, a year ago, while…
August 26, 2013
6 Years Post Independence, Rethinking the Value of Financial PlanningThe clients I've lost have one thing in common: they were asset management-only clients. Thats led me to reconsider who I choose as clients.
August 22, 2013
Raymond James Sees 34% Jump in July AUMMeanwhile, Charles Schwab reports $8.8 billion in net new assets for the month.
August 15, 2013
New Hire Roundup: Pensionmark Adds San Diego OfficeThis week in new hires, Pensionmark added a San Diego office to its advisor support program and Susan Dulde was named manager of operations at Next Generation Wealth Management.
August 13, 2013
Marketshare of independent advisors is on the riseThe share of assets under management held by independent advisors grew to an estimated 35.3 percent in 2012, up from 34.3 percent in 2011.