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.
Morgan Stanley Attracts Seven Advisors from Rivals
By Janet LevauxThe new Morgan Stanley Smith Barney FAs may bring over close to $5 million in yearly commissions and fees and nearly $560 million in client assets from UBS and Charles Schwab.
July 06, 2010
Forward Management Study: Active Asset Allocation Is a Prudent StrategyIn a new white paper by Forward Management that challenges traditional portfolio construction, the company argues that the traditional "set-it-and-forget-it" approach to asset allocation is too passive.
July 06, 2010
Cheryl Nash and Purna Pareek of Fiserv: The Weekend InterviewThe strategy behind Fiserv's acquisition of AdviceAmerica, and future plans.
July 02, 2010
Jeff Montgomery Named Chairman of AFAMcompany formerly known as Al Frank Asset Management, has named its CEO, Jeff Montgomery, as Chairman, effective August 1, 2010.
July 02, 2010
Fiserv's Nash and Pareek on AdviceAmerica: The Weekend InterviewThe strategy behind Fiserv's acquisition of AdviceAmerica, and future plans.
July 01, 2010
Getting to Know YouDuring the financial meltdown, many advisors went on red alert -- rushing out communications to frightened clients. Webinars, town halls, even therapy sessions were all...
June 28, 2010
Survey: Wealthy Close to RecoveryThe world's population of high-net-worth individuals increased to 10 million in 2009, up 17% from the total recorded a year earlier, researchers report.
June 25, 2010
Manulife Sets Board Meeting In ChinaManulife Financial Corp., Toronto, will hold its October board meeting in Beijing to coincide with the 40th anniversary of the establishment of diplomatic relations between Canada and China.