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.
Morgan Stanley Adds Reps From UBS, Credit Suisse
By Janet LevauxA UBS team joins with about $1.3 million in production; an ex-Credit Suisse advisor comes on board with roughly $1.6 million of trailing 12.
May 16, 2012
Morgan Stanley Grabs Merrill, UBS Reps; Raymond James Snags MSSB TeamMeanwhile, Wells Fargo adds advisors from Edward Jones, Merrill Lynch and other firms, and Barclays recruits several advisors from Deutsche Bank and Merrill.
May 14, 2012
London Whale Steers Clear of J.P. Morgan Asset ManagementTrader Bruno Iksils losses dont appear to have hurt the fund business at J.P. Morgan Asset Management.
May 14, 2012
The Proper Path to Integrated Wealth Management, Pt. 1: TrustsThe value of trusts to the high-net-worth client, and how to structure and monitor trusts, in particular, of GRATs.
May 09, 2012
New Hire Roundup: Atlanta Capital Group Adds TwoThis week in new hires, Atlanta Capital Group welcomed David McInnis and Richart Artzi; Jennifer Mitchell joined Tiedemann Wealth Management; and Wally Head went to Gresham.
May 08, 2012
Morgan Stanley Grabs Three Teams, Loses 1 AdvisorMorgan Stanley Smith Barney adds two traditional advisor teams and an institutional-consulting group, as one of its advisors departs for Raymond James.
May 01, 2012
Mohamed El-Erian: The 2012 IA 25 Extended ProfileWithin the first minute of meeting Mohamed El-Erian, you understand why his company, PIMCO, and the man, is so successful.
April 30, 2012
Goldman’s O’Neill Considered for Top Slot at BOEA second Goldman Sachs candidate has entered the running to replace Bank of England Governor Mervyn King when he steps down in June 2013.