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 Grabs UBS Team; Loses Reps to Merrill, Others
By Janet LevauxThreat of credit downgrade shouldnt hurt its recruiting power, experts say
March 20, 2012
Baird Grabs 12 From Morgan, Wells Fargo, SchwabBaird on Tuesday announced the hiring of 12 advisors from Morgan Stanley, Wells Fargo and Schwab with about $1.8 billion in combined AUM and about $10.4 million in yearly fees and commissions.
March 18, 2012
Yorkville Shares New MLP Performance Benchmarks, StatisticsAll MLP sectors have outperformed the S&P 500 on a total return basis over the past five years, with low beta.
March 09, 2012
At Lipper Awards, PIMCO Wins Best Large Equity Fund; Nuveen Best Overall Fund FamilySuprisingly, PIMCO's $250 billion-plus Total Return Fund didn't even get a mention on Lippers long list of U.S. fund award winners.
March 06, 2012
Pension Funded Status at Highest Level Since August 2011Pension funded status rose to more than 76% in February after five consecutive months of equities rallies, BNY Mellon reported on Friday.
March 05, 2012
The Principal to Hold Majority Stake in ClaritasThe Principal moves closer towards reaching its goal of market penetration in Brazil
March 05, 2012
The Principal to Hold Majority Stake in ClaritasThe Principal moves closer towards reaching its goal of market penetration in Brazil
March 01, 2012
Invest in ‘The Lucky Country’ via ETFsSince the Great Recession started to take shape in 2008, one mega-theme has dominated financial markets around the world: the avoidance of risk at any cost.