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.
On Labor Day, a Look at the State of the Advisor Job Market—Slideshow
By Marlene Y. SatterA look at the latest news surrounding job prospects, recruiting trends and M&A activity for wirehouse brokers, RIAs and every other advisor in between.
August 11, 2011
UBS Picks Up 11 Advisors With $1.2 Billion in AssetsTen of UBS' new financial advisors come from Morgan Stanley and Wells Fargo.
August 08, 2011
Envestnet to Acquire TAMP FundQuest for $24 MillionEnvestnet–which has built on its TAMP legacy–will use cash to acquire BNP Paribas' U.S. TAMP provider
August 05, 2011
Wirehouse Q2 Earnings Analysis: UBS Outpacing RivalsThe Americas operations of UBS are ahead of all the wirehouses in new assets and net new money per advisor.
August 04, 2011
New Hire Roundup: BofA's Krawcheck Elected as FINRA Board MemberSallie Krawcheck, president of Global Wealth & Investment Management for Bank of America, was elected as large-firm governor for FINRA, while Jack Brennan of Vanguard was elected as FINRA's lead governor.
August 03, 2011
Older Workers in Labor Force Is Highest in 35 YearsMore Americans close to or beyond retirement age are staying in the work force. The so-called labor-force participation rate reached 40.2% for older workers in 2010, the highest level over the 1975–2010 period, according to new data from the Employee Benefit Research Institute.
August 01, 2011
Recovery Slow for Wealth Management Assets: Aite ReportThe U.S. wealth management industry had high hopes pinned on 2010, but a report released Tuesday by Aite Group found, the overall market size of the brokerage and advisory industry had not fully recovered from its losses by year-end.
July 29, 2011
Asset Management Firms Leverage New Media StrategiesA recent report by the Financial Research Corporation (FRC), Boston, Mass., evaluated the marketing strategies of thirteen asset management firms since 2010.