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.
Gemini Partners With Broadridge for Sales Support
By John SullivanGemini Fund Services announced a strategic partnership Wednesday with Access Data, a Broadridge Co. and provider of enterprise reporting and data management services for the financial services industry.
February 23, 2011
Baird Adds 7 Advisors in Midwest, Southeast From Morgan StanleyThree FAs join Baird from Morgan Stanley Smith Barney in Sioux City, Iowa, while three others come on board in Charleston, S.C. and one more in Charlotte, N.C.
February 15, 2011
Advisor vs. machine: Your practice in Jeopardy!Is anyone else watching Jeopardy! this week, where past superstar humanoid contestants pit their knowledge against Watson, an IBM-programmed supercomputer?
February 14, 2011
PIMCO Launches Broker-Dealer, So Advisors Can Buy DirectAdvisors can now buy PIMCO funds and ETFs through a new B-D, rather than going through Allianz. Led by CEO Mohamed El Erian, PIMCO is the 5th-largest U.S. fund family.
February 11, 2011
2010 Q4 Earnings: Lots of Upside for Broker-Dealers, BanksAs many financial firms recover from the crisis, they are well positioned for a strong 2011, analysts say
February 11, 2011
2010 Q4 Earnings Analysis: Lots of Upside for Broker-Dealers, BanksAs many financial firms recover from the economic crisis, they are well positioned for a strong 2011, analysts say.
February 11, 2011
2010 Q4 Earnings: Lots of Upside for Broker-Dealers, BanksAs many financial firms recover from the crisis, they are well positioned for a strong 2011, analysts say
February 11, 2011
2010 Q4 Earnings: Lots of Upside for Broker-Dealers, BanksAs many financial firms recover from the crisis, they are well positioned for a strong 2011, analysts say