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.
Claymore to Be Acquired
By Ron DeLeggeGuggenheim Partners and Claymore Group say they have entered into a merger agreement. As part of the transaction, Claymore Group and its associated entities...
August 01, 2009
Vanguard's Wellington Fund CelebratesThe Vanguard Wellington Fund (VWELX), which now has about $40 billion in assets, has turned 80. "The Wellington Fund is a compelling case for the...
August 01, 2009
The High Cost of Going BankruptWho: Martha Solinger, Co-General Counsel, Lehman Brothers Holdings Where: Bombay Palace, 30 West 52nd Street, New York When: June 25, 2009 On the Menu: Chicken curry and financial...
July 28, 2009
Study: Independents sweep market share as result of crisisAs a result of the financial crisis, wirehouses will need to re-strategize in order to save what's left of their market share that's now shifting...
July 22, 2009
Morgan Stanley Posts Q2'09 Loss, SB Venture Boosts Wealth SalesThe 18,444 Morgan Stanley Smith Barney advisors had average annualized revenue of $671,000 and average client assets of $77 million in the quarter ended June 30, 2009.
July 01, 2009
Black Rock in $13.5 Billion for Barclays GlobalBlackRock Inc. announced June 11 that it will acquire Barclays Global Investors for $6.6 billion in cash and 37.8 million shares of BlackRock common stock...
July 01, 2009
The Affluentialist: Intangible Assets; Real ChallengesAs we examined previously, certain clients may intentionally or forgetfully skip certain information on assets in discussions with their advisors. Other clients may give wildly...
June 16, 2009
Swiss Re Sells ConningAquiline Capital Partners L.L.C., a private equity firm, has acquired Conning Research & Consulting from Swiss Reinsurance Company for a price that was not disclosed.