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.
Wells’ FiNet, Morgan Stanley Nab 7 Merrill Reps
By Janet LevauxPlus, EP Wealth Advisors gains advisors from Schwab and Bernstein for its Southern California operations.
April 16, 2013
TD Ameritrade Profits Rise 5.1% as Client Revenue Offsets Fall in TradingTD Ameritrade reported a 5.1% rise in profits Tuesday as BlackRock and Goldman Sachs also reported positive earnings news.
April 15, 2013
CIBC Buys Atlantic Trust Private Wealth ManagementCIBC said it would acquire Atlantic Trust for $210 million in an all-cash deal.
April 09, 2013
Retiring boomers fuel surge in planning, investmentsConsumer households now have $32.2 trillion in investable assets, up 100 percent since 2002 and up 10 percent since 2007.
April 09, 2013
Retiring boomers fuel surge in planning, investmentsConsumer households now have $32.2 trillion in investable assets, up 100 percent since 2002 and up 10 percent since 2007.
April 08, 2013
Morgan Stanley Adds 9 Merrill, Wells & JPMorgan AdvisorsIn addition, the wirehouse says it has picked up 10 UBS reps in past 5 weeks.
April 08, 2013
InsurBanc acquired by Connecticut Community BankW.R. Berkley Co. will receive approximately $15.5 million in cash and securities from CCB and 493,051 preferred shares of ACBancorp.
April 08, 2013
Crowdfunding Volumes Explode, Heading to $5B in 2013Crowdfunding platforms raised $2.7 billion globally in 2012 and could exceed $5 billion by year end, according to a report released Monday.