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.
Recruiting Activity Gathering Steam As FAs Embrace Wide Range of Options
By Janet LevauxMany brokers continued to move between the wirehouses in the late summer and early fall.
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.
September 13, 2012
Majority of Public Doesn’t Know RIA Model Exists: Advizent’s GoldmanCount on Charles Goldman to give it to you straight. The information he delivered made it abundantly clear why branding is so important.
September 12, 2012
Stanford University offers free entrepreneurial courses onlineForget paying tuition. These Stanford courses might be able to educate you for a total cost of zero dollars.
September 06, 2012
Large RIAs Buckingham and Founders to MergeCall it a rollup, merger, whatever you like, but consolidation in the RIA space continues.