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.
Changes
By Staff WriterJeff Montgomery will be joining Al Frank Asset Management as CEO effective May 1. He was formerly CEO of the broker/dealer National Financial Partners Securities,...
April 17, 2008
Merrill Posts Loss, Shares FA DataAfter posting a net loss and write-downs of additional $6.5 billion in the first quarter of 2008, Merrill Lynch says it is cutting some 3,000 jobs - but that plan leaves its 16,000 financial advisors
April 01, 2008
About the AdvisorDr. Walter V. Gerasimowicz Chairman and CEO Meditron Asset Management, LLC 641 Lexington Avenue, Suite 1400 New York, NY 10022 Phone: 212-622-7822 Fax: 212-622-7823 E-mail: [email protected] Web site: www.meditronassetmanagement.com Additional offices: Zurich, Switzerland, and...
April 01, 2008
Like Client, Like AdvisorNew research on the habits of Americans who espouse typical middle-class values but have assets of more than $1 million show these people have a...
April 01, 2008
Wealth2K's David Macchia Speaks with DWS Scudder's Phillip HenslerDavid Macchia: Philipp, I know my readers will be very much interested in knowing about you on a personal level, and perhaps about things that...
March 01, 2008
A Fortified TD AmeritradeStrengthened in advisor numbers and assets under custody by completion of its acquisition of Fiserv ISS, TD Ameritrade opened its 2008 National Conference in Orlando...
March 01, 2008
About the PlannerIan Yankwitt President Tortoise Investment Management, LLC White Plains, New York Telephone: 914-686-0024 E-mail: [email protected] Year firm founded: 2004 Number of clients: 70-75 Assets under management: $109 million Compensation: Fee-only (1.25% on the first...