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.
Northern Trust Acquires L.A. Investment Advisor Waterline Partners
By Michael S. FischerNorthern Trust acquired Waterline Partners LLC, a Los Angeles investment advisory firm that serves affluent individuals and families.
December 01, 2010
Broker-Dealers Share Third-Quarter Results, Revenue Growth PlansMorgan Stanley Chief Executive Officer James Gorman said in early November that the company plans to "move forward" and purchase the rest of the firm's...
November 29, 2010
J.P. Morgan Funds’ Investment Advice Now on iTunesFree financial advice from J.P. Morgan Funds is now available on iTunes, with podcasts offering market views and investment strategies.
November 26, 2010
Eaton Vance’s Q4 and 2010 Earnings Up, Along With Net InflowsBoston-based asset management firm Eaton Vance posted record revenue and record assets under management for its fiscal 2010 ended Oct. 31, 2010.
November 22, 2010
CFA Chairman Marg Franklin: The Move to Private Client WealthCFA Chairman Marg Franklin speaks about the 'Seismic shift to the individual investor.'
November 11, 2010
SEI Announces ‘No Fees’ for Low AUM AdvisorsSEI Advisor Network announced Tuesday the launch of a new initiative called, "No Advisor Fees, No Matter What."
November 02, 2010
The Hartford Reports Increased Income, AUM for Q3The Hartford reported Tuesday third quarter income of $666 million, up from a loss of $220 million one year ago.
October 27, 2010
Ameriprise Reports Healthy 3Q Profits as Advisor Force ShrinksAmeriprise Financial now has less than 12,000 financial advisors nationwide.