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.
Top 10 Trends in Wealth Management for 2012
By Marlene Y. Satter, Joyce HansonWhither wealth management? The industry will continue to undergo radical changes that began in 2008, says Aite Group in a detailed report.
January 18, 2012
Cerulli Projects Market Share Gains for RIAs and IBDsRegistered investments advisors and independent broker-deals are projected to each enjoy a 1% gain in assets held by the distributions channel, a new report concludes.
January 13, 2012
Q4 Earnings: JPMorgan Profits Down 23%; Asset Management Off 40%In JPMorgan Chase's Q4 2011 earnings release, CEO Jamie Dimon highlighted the bank's loans to businesses and consumers rather than focus on poor trading conditions and lower revenues.
January 13, 2012
5 Top Tips for Pension Risk-ManagementA Mercer survey found a significant amount of concern among plan sponsors about their exposure to market risk, with 65% worried about the impact of future economic uncertainty and volatility.
January 10, 2012
6 Tips for Billing Clients on Held-Away AssetsIf youre advising on your clients held-away accounts, heres what you should consider
December 28, 2011
Six-Word Strategy: Catching Up with Jeff MontgomeryJust so were clear, AFAM stands for Al Frank Asset Management.
December 28, 2011
Six Mistakes Most Managers MakeA big part of my motivation to create the P4 principles that were covered in the November 2011 issue of Investment Advisor (Let Go to Grow) was watching my owner/advisor clients make the same employee mistakes over and over, never questioning their methods and greatly diminishing the success of their...
December 21, 2011
Outlook 2012: Equities–Top 5 Trade Ideas for the New YearHeres what the experts are saying about the investment outlook for stocks in 2012.