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.
Wealth Groups Share Plans, ‘Q4 Results
By Janet LevauxMorgan Stanley, which reported a drop in its fourth-quarter net income, has outlined aggressive plans to boost its wealth-management results—namely…
February 19, 2014
New Hire Roundup: Murphy, Fredrickson Move Up at SECMeanwhile, Arbor Point Advisors added Jeffrey Schmaltz and Justin Neuberg joined Convergence Investment Partners.
February 18, 2014
Banks’ Wealth Management Biz ThrivesWealth management is an increasingly rich revenue source for banks and thrifts as traditional profit centers decline, Michael White and IPI found.
February 13, 2014
Asset management boosts Manulife profit 20%Net income climbed to CDN$1.3 billion ($1.2 billion), up from CDN$1.08 billion a year earlier.
February 13, 2014
Asset management boosts Manulife profit 20%Net income climbed to CDN$1.3 billion ($1.2 billion), up from CDN$1.08 billion a year earlier.
February 12, 2014
5 Messy Financial Firm Breakups—and One Keeping MumSometimes being No. 2, or even No. 1, doesn't guarantee a future with the company.
February 10, 2014
Baird Grabs Wells Fargo Team as FSC Adds Morgan Stanley RepsThe wirehouse groups join an employee-owned firm and an IBD with about $215 million and $300 million in client assets, respectively.
February 05, 2014
Ameriprise Advisors Boost Fees 11% in 2013The company plans a new ad with Tommy Lee Jones to run during the Sochi Olympics.