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.
London Whale Steers Clear of J.P. Morgan Asset Management
By Joyce HansonTrader Bruno Iksils losses dont appear to have hurt the fund business at J.P. Morgan Asset Management.
May 08, 2012
Morgan Stanley Grabs Three Teams, Loses 1 AdvisorMorgan Stanley Smith Barney adds two traditional advisor teams and an institutional-consulting group, as one of its advisors departs for Raymond James.
May 01, 2012
Mohamed El-Erian: The 2012 IA 25 Extended ProfileWithin the first minute of meeting Mohamed El-Erian, you understand why his company, PIMCO, and the man, is so successful.
April 30, 2012
Goldman’s O’Neill Considered for Top Slot at BOEA second Goldman Sachs candidate has entered the running to replace Bank of England Governor Mervyn King when he steps down in June 2013.
April 26, 2012
BlackRock to Plan Asia Investment Fund with CICBlackRock is said to be planning to launch an Asia investment fund together with China Investment Corp., Chinas sovereign wealth fund.
April 24, 2012
Wells Fargo, RBC Grab 12 Morgan Stanley AdvisorsThe advisors expect to move more than $865 million in assets and $6 million in production and were recruited along with reps from Merrill Lynch, UBS and other broker-dealers.
April 23, 2012
Ameriprise Posts Mixed Results, Raises Advisor HeadcountThe number of Ameriprise Financial advisors rose slightly to 9,744, and assets under management were $334 billion as of March 31.
April 19, 2012
BNY Mellon’s Pershing Fees Help Bank Offset Forex WoesHigher Q1 2012 clearing services fees at the BNY Mellon unit that includes Pershing Advisor Services helped the bank offset lower trading volumes as the bank fights a number of forex lawsuits.