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.
Raymond James Reports Mixed July Results
By Janet LevauxThe broker-dealers fees and commissions dropped a bit from June, though assets remained steady.
August 21, 2012
Go Green for GrowthIn todays extremely tough and uncertain economic environment, the battle against climate change is getting fewer inches of column space.
August 21, 2012
Morgan Stanley Adds 9 Reps From Merrill, UBS, Wells & LPLThese summer hires come on board with more than $1 billion in assets and $8 million in yearly production.
August 15, 2012
Stock market rebound means Obama will be re-elected, says funds giantTrevor Greetham, asset allocation director at fund management firm Fidelity, notes that a dip in the economy between now and the election could have the opposite effect and prove beneficial for Mitt Romney.
August 10, 2012
Swiss Bank Baer Seen Close to Deal for Merrill Non-U.S. Wealth UnitsSwiss money manager Julius Baer Group was reported to be close to a deal to buy the units that could be announced as early as Monday.
August 03, 2012
Harris, M&I Banks Merge Broker-DealersThe BMO Financial Group now has 165 financial advisors in nine states, BMO Harris Financial Advisors President Mike Miroballi told AdvisorOne.
August 02, 2012
Citi Adds 3 Advisors, $750M to Private WealthThe news comes as Citi and Morgan Stanley dispute the value of their MSSB joint venture and Morgan Stanley continues to drop reps.
August 01, 2012
Mercer Brings Its Research to Focus FinancialThe deal allows Focus Financials partner firms to tap the expertise of Mercer, one of the worlds largest investment and human resources consulting firms.