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.
UMA integration within the broker/dealer - In their own words
By Staff Writer"We've been working on a unified managed account platform to better serve our advisors who manage assets on fee-based platforms. Our UMA platform will provide...
July 01, 2008
The MatchmakerTennessee Williams wrote the famed line for tragic character Blanche DuBois in his play, "A Streetcar Named Desire." But veteran executive recruiter Mark Elzweig says...
June 30, 2008
Phoenix Prepares To Spin Off Asset ManagerA financial services company has started the formal process of splitting its asset management operations from its life insurance operations.Phoenix Companies Inc., Hartford, has filed ...
June 29, 2008
Too Many Clients is a Nice Problem to HaveThis session is all about gathering--gathering clients in droves--not just any clients, but the right clients. It's about gathering the right assets, and gathering the ...
June 29, 2008
Too Many Clients is a Nice Problem to HaveThis session is all about gathering--gathering clients in droves--not just any clients, but the right clients. It's about gathering the right assets, and gathering the ...
May 01, 2008
Morgan Stanley Posts ResultsMorgan Stanley has reported income for the quarter ending February 29, 2008, of $1.6 billion, down from $2.3 billion a year earlier. Net revenues were...
April 21, 2008
Aegon and China's Industrial Securities Announce Joint VentureAegon, The Hague, The Netherlands, and China's Industrial Securities, Fujian Province, a securities company, have completed the establishment of their asset management joint ventureUnder the ...