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.
Wachovia's 14,600 FAs to Merge with Wells
By Janet LevauxIn the third quarter, Wachovia reports that the number of Series 7 brokers has stayed flat at 14,635. The number of bank, or Series 6,...
November 11, 2008
Greenberg: AIG Asset Prices Will Rise In 3 YearsFormer American International Group Inc. Chairman Maurice Hank Greenberg is continuing to make the case that, "AIG had a liquidity problem, not a solvency problem," ...
November 10, 2008
Greenberg: AIG Asset Prices Will Rise In 3 YearsFormer American International Group Inc. Chairman Maurice Hank Greenberg is continuing to make the case that, "AIG had a liquidity problem, not a solvency problem," ...
November 01, 2008
The Changing LandscapeAs part of Bank of America's planned purchase of Merrill Lynch, BofA Chairman and CEO Ken Lewis has said that Merrill Lynch Chairman and CEO...
November 01, 2008
Water, Water, EverywhereFinding a clean and renewable energy source to replace petroleum is undoubtedly one of the most pressing, and well-publicized, problems facing civilization today. Oil, however,...
November 01, 2008
Putnman Closes One Fund; Federated, Feds Step InPutnam Funds is participating in the U.S. Treasury's Money Market Guaranty Program, the company announced October 1. The program provides coverage to shareholders of Putnam's...
October 21, 2008
Peach Forms Asset Management UnitThe parent of a life settlement company has started a subsidiary that will sell longevity and mortality investment advisory services in the United Kingdom.Peach Holdings ...
October 01, 2008
Going Green With GarbageWhen many advisors and their clients get together these days, topic number one is energy. Retirees are concerned that escalating costs for gasoline and electricity...