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.
JPMorgan, Wells Fargo Beat Views as Q1 Earnings Season Kicks Off
By Joyce Hanson, Janet LevauxThe finance sector on Friday launched the first-quarter 2012 earnings season with unexpectedly good results from JPMorgan Chase and Wells Fargo.
March 31, 2012
Crunching the NumbersSteve Pelletier is the president of Prudential Annuities, and knows better than anyone the unique challenges and opportunities that face the annuity market as it continues to be the driving force behind the entire life/health industry.
March 30, 2012
Morgan Stanley Grabs UBS Team; Loses Reps to Merrill, OthersThreat of credit downgrade shouldnt hurt its recruiting power, experts say
March 23, 2012
Cerulli Report: Managed Account Assets Hit $242.8 Billion in 2011Managed accounts enjoyed $242.8 billion in net flows in 2011, an increase of $20.3 billion from the 2010 total of $222.5 billion and $153 billion in 2009, the report says.
March 23, 2012
Cerulli Report: Managed Account Assets Hit $242.8 Billion in 2011Managed accounts enjoyed $242.8 billion in net flows in 2011, an increase of $20.3 billion from the 2010 total of $222.5 billion and $153 billion in 2009, the report says.
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.