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.
J.P. Morgan Asset Management Publishes Free Q1 Market Guide for Advisors
By Joyce HansonJ.P. Morgan Asset Management has sent a Q1 2011 market guide to its network of advisors with economic insights from David Kelly, chief market strategist at JP Morgan Funds.
December 09, 2010
Asset Management Fees for Non-Traditional Assets Under Pressure, Mercer FindsAsset management fees for most non-traditional asset classes have fallen following increased scrutiny from cost-conscious investors, according to a report by Mercer released Thursday.
December 02, 2010
Northern Trust Acquires L.A. Investment Advisor Waterline PartnersNorthern Trust acquired Waterline Partners LLC, a Los Angeles investment advisory firm that serves affluent individuals and families.
December 02, 2010
Firm Files to Trade First ETF in IndiaAsset-management group aims to help Indian investors benefit from high-growth Nasdaq-100 Index
December 01, 2010
Liability-Driven Investing: Plan Sponsors Indicate High InterestHalf of pension plan sponsors are using liability-driven investing strategies in their plans, down just four percentage points from 2009, according to an SEI Global Quick Poll released Wednesday.
December 01, 2010
Broker-Dealers Share Third-Quarter Results, Revenue Growth PlansMorgan Stanley Chief Executive Officer James Gorman said in early November that the company plans to "move forward" and purchase the rest of the firm's...
November 29, 2010
J.P. Morgan Funds’ Investment Advice Now on iTunesFree financial advice from J.P. Morgan Funds is now available on iTunes, with podcasts offering market views and investment strategies.
November 26, 2010
Eaton Vance’s Q4 and 2010 Earnings Up, Along With Net InflowsBoston-based asset management firm Eaton Vance posted record revenue and record assets under management for its fiscal 2010 ended Oct. 31, 2010.