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.
Don’t Accept the Inefficiencies of Manual Data Entry
By James CarneyUsing the artificial intelligence in data aggregation software, you dont have to limit your investment offerings nor put your competitive standing at risk.
December 20, 2012
Research Affiliates, WisdomTree Settle DisputeResearch Affiliates and WisdomTree Investments said they recently reached a settlement regarding patent infringements and that Research Affiliates will pay WisdomTree $700,000 and withdraw its lawsuit.
December 20, 2012
Wirehouses, Others Actively Attract RepsIn the final months of 2012, the wirehouse firms continued to recruit advisors from each other and from other broker-dealers.
December 13, 2012
Genworth Financial Wealth Management Names New PresidentGenworth Financial Wealth Management has hired Resource America veteran Daniel Courtney to serve in the newly created role of president for Genworth Financial Asset Management.
December 11, 2012
How’d They Do? Judging Best 5 Investment Picks for 2012For their investment predictions last year, the experts at MFS and ING picked the tech sector, mid-caps and more as best bets for 2012. Here's how their picks fared.
December 04, 2012
Morgan Stanley Nabs $5.5 Million Producers From Merrill, BarclaysThe eight financial advisors also have nearly $780 million in combined client assets
November 30, 2012
Keys to a successful rollup strategyFlexibility, culture and the investment thesis will make or break a potential marriage.
November 30, 2012
Keys to a successful rollup strategyFlexibility, culture and the investment thesis will make or break a potential marriage.