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.
Cover Story: Reinvention Time
By Bob KeaneThe formula for success offered to investment advisors by a wide range of consultants and experts is to find a small group of high-net-worth, or...
December 01, 2009
Wirehouse Firms Report Third Quarter '09 ResultsOver the past 12 months, the broker-dealer field has been in a tremendous state of transition. Now after a string of significant mergers and...
November 20, 2009
Advisors Attracted to Independent ModelSchwab survey says majority of advisors find prospect attractive.
November 01, 2009
Numerology: Fewer Assets, More AdvisorsTotal assets managed by investment advisors shrank in 2008 for the first time since 2003, but despite a nearly 20% drop in assets, the number...
November 01, 2009
The ETF Advisor: Precious Metal ETFsWhat makes precious metals funds so attractive is that they offer investors the ability to gain unleveraged exposure to gold and other precious metals without...
October 19, 2009
Pimco May Add Stock FundsAnd outsiders say that as investors move from fixed-income to equities, Pimco would like to participate.
October 08, 2009
Integrated SaaS Platforms Give Advisors An EdgeIntegrated platforms for financial planning, asset allocation and other key capabilities provided in a Software-as-a-Service, or SaaS, delivery model are playing a key role in effectively meeting the needs of independent advisors...