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.
The outsourcing dilemma
By Danielle AndrusTumult in the economy has left many advisors focused on soothing their clients' fears, leaving less time for actually managing portfolios, writes Max Alexander for...
March 01, 2009
T. Rowe Grows Target-Date FundsT. Rowe Price Group says target-date retirement investment portfolios continue to be a significant source of assets under management for T. Rowe. During the 2008 fourth...
March 01, 2009
ETF Assets Drop in 2008According to the National Stock Exchange, the combined assets of all U.S. exchange-traded funds were $534.58 billion at the end of 2008. This figure represents...
March 01, 2009
Making MagicWhen Raymond James & Associates recently named Dave Hilgendorf its Branch Manager of the Year, it didn't surprise those who work closest with him. He's known...
February 01, 2009
Help your clients avoid new investment scamsRecent stock market volatility and declining yields on CDs and other fixed- income investments are bad news for two reasons: first, they erode client retirement assets and income and second, they unleash more and increasingly devious investment
January 31, 2009
Help your clients avoid new investment scamsRecent stock market volatility and declining yields on CDs and other fixed- income investments are bad news for two reasons: first, they erode client retirement assets and income and second, they unleash more and increasingly devious investment
January 27, 2009
Wayne BloomWayne Bloom has been named chief executive officer for Commonwealth Financial Network. He has been wtih the company since 1989, and has served as a managing principal since 1999. He is a founder of the company's Preferred Portfolio Services program,
January 27, 2009
New presidential administration offers greater chance for 'green' investingThe United States is ripe for "green" investing, according to a second annual survey released yesterday by global investment firm Allianz Global Investors. Seventy-eight percent...