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.
Goldman Sachs Asset Management Chief Urges More Exposure to BRIC
By Joyce HansonGoldman Sachs Asset Management Chairman Jim O’Neill on Saturday urged investors to get more exposure to the growth markets of the BRIC economies.
April 14, 2011
New Hire Roundup: BlackRock Gets New Retail Chief; Krawcheck Leaves BoardBlackRock has tapped a new managing director to head up U.S. retail client solutions and also has announced that BofA's Sallie Krawcheck is leaving the board.
April 13, 2011
2011 Q1 Earnings: JPMorgan Profits Surge 67%; Asset Management AUM Up 9%JPMorgan kicked off Q1 2011 earnings season by reporting a 67% rise in profits, with EPS at $1.28 per share versus analysts’ expectations for EPS of $1.15.
April 11, 2011
Merrill Lynch Launches Ad Campaign for Clients, AdvisorsThe marketing push aims to attract advisors at rival firms and professionals looking to switch careers, according to a Merrill Lynch marketing executive
April 04, 2011
A Year to RememberVariable annuities ended the year on a strong note by virtually all measures. 2010 new sales totaled $136.6 billion, an increase of 10.3% over 2009 sales of $123.9 billion.
April 03, 2011
A Year to RememberVariable annuities ended the year on a strong note by virtually all measures. 2010 new sales totaled $136.6 billion, an increase of 10.3% over 2009 sales of $123.9 billion.
March 31, 2011
BofA, Krawcheck Narrow Search for New Merrill HeadTwo senior executives and two regional directors are reportedly in the running for the top Merrill Lynch post.
March 25, 2011
Baird Taps More Wirehouse Staff, Open to IBD HiresWhile Baird has lately hired Morgan Stanley and Wells Fargo FAs, Baird's Matt Curley would consider Securities America and other independent advisors.