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.
The Top Wealth Managers 2012 Profiles: No. 2—Athena Capital Advisors LLC
By Marlene Y. SatterAt No. 2 on the list of Top Wealth Managers: Athena Capital Advisors, a firm that brings physics to finance.
September 06, 2012
Large RIAs Buckingham and Founders to MergeCall it a rollup, merger, whatever you like, but consolidation in the RIA space continues.
August 23, 2012
The Tab for IndependenceCan advisors across the spectrum afford to go independent, no matter their asset level? Opinion is mixed.
August 23, 2012
Q2 ’12 Wealth Profits Top Year-Ago ResultsBank of America-Merrill Lynch reported profits of $2.5 billion for second-quarter 2012, or 19 cents a share, beating analysts estimates of 14 cents.
August 23, 2012
Three Advisors, Three StoriesWhen Louis Berger and his partner founded their RIA, Washington Square Capital Management, in New York City in 2009, they had to adjust their mindset.
August 23, 2012
Raymond James Reports Mixed July ResultsThe broker-dealers fees and commissions dropped a bit from June, though assets remained steady.
August 22, 2012
Fee-Based Accounts Contribute to Steep Revenue Growth: StudyThe results find that fee-based advisors grew 47% over three years.
August 21, 2012
Go Green for GrowthIn todays extremely tough and uncertain economic environment, the battle against climate change is getting fewer inches of column space.