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.
A Year to Remember
By Frank OconnorVariable 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 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.
March 04, 2011
Power of Independent RIAs Causing Asset Management Shake-UpFee-only consultants gaining in influence and assets.
March 03, 2011
Dreyfus, BNY Mellon Asset Management Eye Investing for Markets in TransitionEmerging market risks and large-cap U.S. stocks were on the menu at a Dreyfus and BNY Mellon Asset Management breakfast hosted by Dreyfus CEO Jon Baum.
March 02, 2011
Motley Fool Asset Management Launches Motley Fool Great America FundMotley Fool Asset Management announced Wednesday that it has launched Motley Fool Great America Fund as a follow-up to its Motley Fool Independence Fund.
March 01, 2011
MetLife Signs FirstrustFirstrust Financial Resources L.L.C., a bank-owned wealth management firm, has agreed to represent MetLife in the Philadelphia area.
March 01, 2011
Time to Move?If there’s one theme in the industry that nearly everyone seems to share, it’s that the time is right, now, for the movement of advisors and their clients’ assets.
March 01, 2011
Industry Pans Accidental Fiduciary StatusFinancial services industry providers today asked the U.S. Department of Labor to treat them as retirement plan fiduciaries only if they agree in writing to be plan fiduciaries.