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.
2010 Q4 Earnings, Week Three: Advisor Universe Sees Mixed Results
By Joyce HansonAs fourth-quarter 2010 entered its third week, companies of interest to financial advisors reported a mixed bag of results, and many managed to announce a dividend.
January 28, 2011
2010 Q4 Earnings, Week 2: Good Quarter for Asset Management FirmsDespite concerns about outflows from equity and fixed income funds, the fourth quarter is shaping up to be an excellent earnings season for asset management firms.
January 27, 2011
2010 Q4 Earnings: Federated Investors’ Reports Earnings Per Share of $0.45, Declares DividendPittsburgh-based money management firm Federated Investors Inc. reported earnings per share of $0.45 for the quarter ended Dec. 31, 2010.
January 26, 2011
Alan Flanagan to Head Global Asset Management at BNY Mellon Alternative Investment ServicesHedge fund service provider BNY Mellon Alternative Investment Services announced on Wednesday that Alan Flanagan will take over as permanent head of global asset management.
January 26, 2011
2010 Q4 Earnings: Piper Jaffray Tops Estimates on Strong SalesNet revenues for the investment bank’s capital-markets unit rose 18% in the quarter to $151 million.
January 25, 2011
Baird Hires Morgan Stanley Branch ManagerChris Brewster is joining Baird in Columbus, Ohio, from Morgan Stanley Smith Barney.
January 24, 2011
Oxford Financial Group Buys Crowe Wealth ManagementOxford Financial Group Ltd. has completed the acquisition of the remaining stake in Crowe Wealth Management, the firm announced Monday.
January 21, 2011
2010 Q4 Earnings: BofA Misses Estimates; Merrill Adds AdvisorsWealth-management sales rise; Merrill Lynch's FA headcount increases to nearly 15,500.