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.
AUM In Managed Accounts Grew 20% In 2007: MMI
By Staff WriterAssets under management in managed accounts reached $1.49 trillion at the end of 2007, the Money Management Institute reports.The total represents a 20.1% increase over ...
February 07, 2008
Phoenix Hopes To Spin Off Phoenix Investment PartnersAn insurer wants to spin off its asset management arm.Phoenix Companies Inc., Hartford, says it plans to distribute the stock of Phoenix Investment Partners to ...
February 01, 2008
Krishna PendyalaChief Operating Officer and Coach Waldron Wealth Management 1150 Old Pond Road Pittsburgh, Pennsylvania 15017 Phone: 412-221-1005 Web site: www.waldronwm.com Year firm founded: 1995 Year joined firm: 2004 Firm AUM: $750 million Firm assets...
January 23, 2008
R. James Boosts FAs, But Lowers EarningsRaymond James Financial has reported a 5 percent decrease over the prior year's quarterly net income to $56,242,000 or $0.47 per diluted share, for the first quarter ended December 31, 2007. Net reven
January 09, 2008
Smith Replaces Smith as Social Investment Forum ChairCheryl Smith, executive vice president and senior portfolio manager at Trillium Asset Management Corporation, is the new chair of the board of the Social Investment...
January 01, 2008
NEWS & PRODUCTS, JANUARY 2008Standard & Poor's is set to launch three U.S.-based Credit Default Swap (CDS) indexes which wil be focused on the $28.8 trillion Credit Derivatives Market....
December 18, 2007
MCCOLGAN TO LEAD MORGAN STANLEY'S ADVISORSMorgan Stanley says it has tapped former Fidelity Investments executive and industry veteran Ellyn A. McColgan, 53, as the new president and chief operating officer of the its global wealth management
December 02, 2007
What I Learned in WashingtonI spent part of this past week in Washington, D.C., attending the Investment Advisor annual conference. While there, I met some great people and was...