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.
Bank of America Merrill Lynch Rolls Out 'Merrill Edge' Discount Trading
By Janet LevauxMerrill Edge aims to help Merrill Lynch clients who want to make some of their own trades and attract younger, up-and-coming investors to the brokerage firm.
June 21, 2010
Bank of America-Merrill Lynch Rolls Out 'Merrill Edge' Discount-TradingMerrill Edge aims to help Merrill's clients who want to make their own trades and attract younger investors.
June 15, 2010
Before Obama Speech, American Energy Innovation Council Pushes AgendaWith President Obama set to address the Gulf oil spill, cap and trade legislation, and alternative energy sources in a speech to the nation Tuesday night, June 15, the country's top business leaders want it known they have ideas of their own.
June 08, 2010
MetLife's Wealth Management Services Platform Assets Climb to $6 BillionMetLife Broker/Dealer Group's investment advisory product platform, Wealth Management Services (WMS), has amassed $6 billion in assets under management (AUM) across some 30,000 accounts, the firm announced on June 8.
June 01, 2010
Baird Gets Four Ex-UBS FAs; Team Brings $160 Million in AUMBaird Gets Four Ex-UBS FAs; Team Brings $160 Million in AUM
June 01, 2010
Stifel Strikes Deal To Acquire WeiselStifel Financial and Thomas Weisel Partners Group have entered into a roughly $300-million merger agreement, several months after Stifel acquired 56 UBS branches. If the merger...
June 01, 2010
Major Firms Grow Results on Strong 'Q1 MarketsFirst-quarter results at the wirehouses indicate that Morgan Stanley Smith Barney leads the pack in terms of the number of financial advisors, while Merrill Lynch...
May 26, 2010
Baird Draws Four Advisors From Morgan Stanley, Opens Wealth Management OfficeBaird said that it just added four financial advisors and opened the firm's first wealth management office in Charlotte, N.C.