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.
Fidelity, Russell Surveys Find Disparity in Advisor-Client POVs
By Danielle AndrusFidelity Investments announced on Thursday the results of its third Insights on Advice survey.
June 01, 2011
Wirehouse Firms Share First-Quarter ResultsMorgan Stanley reported adjusted first-quarter net income of $966 million, or $0.50 per share, compared with income of $1.8 billion, or $1.03 per share,…
June 01, 2011
LPL Posts Strong First-Quarter ProfitsLPL Financial reported first-quarter 2011 profits of $49.0 million, 91.7 percent higher than the $25.6 million in profits it reported a year ago. In addition,…
June 01, 2011
Waste Disposal Gets ETFWant to add some garbage to your clients’ portfolios? A new ETF called the Global X Waste Management ETF (WSTE) invests in companies involved in…
June 01, 2011
Robert Jenkins to Lead FRCA former Fidelity Investments executive is taking over as president of Financial Research Corp.
June 01, 2011
Robert Jenkins to Lead FRCA former Fidelity Investments executive is taking over as president of Financial Research Corp.
May 24, 2011
Advisors Take Note: Millionaires Tired of Handling InvestmentsMillionaires just aren’t having as much fun managing their own money these days. Not only that, they’d rather that someone else did it for them—so says a new Spectrem Group study, “Millionaire Investors 2011, Vol. 1,” released Tuesday.
May 19, 2011
LPL Financial Awarded Advisory Solutions Product of the YearThe BD’s Model Wealth Portfolios win with Money Management Institute.