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.
PIMCO's Total Return ETF Races to Record $3 Billion in Assets
By John SullivanThe fund run by legendary bond manager Bill Gross is among the 10 top-selling ETFs this year.
October 02, 2012
LPL Grabs Firm With 15 Advisors, $750M in AssetsWashington Wealth Management, an independent hybrid RIA based in San Diego, announced Tuesday that it was affiliating with LPL Financial.
September 25, 2012
Recruiting Activity Gathering Steam As FAs Embrace Wide Range of OptionsMany brokers continued to move between the wirehouses in the late summer and early fall.
September 22, 2012
Live, love, laugh, leave a legacyStephen Covey, a pioneer of success literature, passes on.
September 22, 2012
Live, love, laugh, leave a legacyStephen Covey, a pioneer of success literature, passes on.
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.