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.
Fed’s actions negatively impact Asian funds
By Warren S. HerschIn June, long-term Asian mutual funds under management dipped to $2.108 trillion from $2.156 trillion, a 2.2 percent decline.
August 26, 2013
Wirehouse Wealth Results Strong in Q2Bank of America said its second-quarter net income rose 63% to $4.0 billion, or $0.32 per share, from $2.5 billion, or $0.19 per share, a year ago, while…
August 26, 2013
6 Years Post Independence, Rethinking the Value of Financial PlanningThe clients I've lost have one thing in common: they were asset management-only clients. Thats led me to reconsider who I choose as clients.
August 22, 2013
Raymond James Sees 34% Jump in July AUMMeanwhile, Charles Schwab reports $8.8 billion in net new assets for the month.
August 15, 2013
New Hire Roundup: Pensionmark Adds San Diego OfficeThis week in new hires, Pensionmark added a San Diego office to its advisor support program and Susan Dulde was named manager of operations at Next Generation Wealth Management.
August 13, 2013
Marketshare of independent advisors is on the riseThe share of assets under management held by independent advisors grew to an estimated 35.3 percent in 2012, up from 34.3 percent in 2011.
August 12, 2013
Baird, Morgan Stanley, UBS Lure Advisors From RivalsBaird picks up wirehouse reps with $2.3 million in production, UBS recruits a $1.1 million ex-Morgan Stanley producer, and Morgan Stanley grabs a $2 million rep.
July 29, 2013
Platforms Can Raise You Above the CrowdIf you are considering an alternative investment platform for your clients, I recommend that you test the planks first.