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.
Editor's Blog: Read the Consumer Message Boards
By staff WriterThose ads about "guarding your reputation on the Internet" may sound as if they're a bunch of hype - but maybe people in the insurance industry should take that advice seriously.
September 01, 2010
Morgan Stanley Still Dominates in FA Count; Merrill and UBS Lead in Fees, Assets per RepThe number of Morgan Stanley financial advisors -- including those involved in the joint venture with Smith Barney -- fell by about 50 to 18,087...
August 31, 2010
Wirehouse Assets: Still Leading, but Losing Market ShareThe four wirehouses continue to dominate the list of sponsors of separately managed accounts for the second quarter of this year, according to a research report just issued by the Money Management Institute and Dover Financial Research.
August 31, 2010
Wirehouse Assets: Still on Top, But Losing Market ShareThe four largest broker-dealers have about 60%, or $1.1 trillion, of the industry's managed assets, down from 64% last year, according to a recent study.
August 30, 2010
EDHEC-Risk Researchers Win Top Prize at Quantitative Investment Research (Inquire) EuropeReport is called "Dynamic Allocation Decisions in the Presence of Funding Ratio Constraints."
August 30, 2010
Wirehouse Watch: Why Merrill Lynch's Results Top Morgan Stanley'sProfits and margins at BofA-Merrill are well ahead of those at Morgan Stanley Smith Barney, despite MSSB's larger advisor force.
August 25, 2010
Schwab Survey: Conservative Outlook From Advisors, Some Bright SpotsWhile market and world events have caused independent investment advisors to maintain a somewhat conservative outlook, there are still a few bright spots in their forecast, according to a Charles Schwab survey of independent RIAs released Wednesday.
August 25, 2010
Baird Hires Nine FAs From Morgan Stanley, Adds Two BranchesBaird on Tuesday has hired nine financial advisors from Morgan Stanley Smith Barney in Charleston, S.C., and Fort Worth, Texas, with about $1.3 billion in total client assets.