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.
Advisors Take Note: Millionaires Tired of Handling Investments
By Marlene Y. SatterMillionaires just aren’t having as much fun managing their own money these days. Not only that, they’d rather that someone else did it for them—so says a new Spectrem Group study, “Millionaire Investors 2011, Vol. 1,” released Tuesday.
May 19, 2011
New Hire Roundup: National Advisor Trust Gains Alfred; Lewis, Morris Team Under LemayNational Advisors Trust welcomed James D. Alfred to the fold, while Jeannie Lewis and Bryan Morris went to Deloitte under the leadership of April Lemay.
May 16, 2011
BridgePortfolio, RIA Back Office Provider, Sells to Insignis−Possible Trend?The announcement comes on the heels of the Advent Software/ Black Diamond deal last week.
May 13, 2011
Capital Analysts Adds Shore Morgan Young to Flat-Fee Affiliation ModelThe deal with Shore Morgan Young means that Capital Analysts has more then $8 billion in assets and over 330 affiliated financial advisors.
May 12, 2011
Baird Hires Morgan Stanley Exec as New Regional DirectorMichael J. Schroeder, president of Baird’s private-wealth group, also announced several changes to its management team.
May 11, 2011
New Hire Roundup: Neuberger Berman Taps Modigliani; BNY Mellon Appoints MasihAviva Investors enters market, New York Life names regional VP, Pawlich heads office for AUL Retirement.
May 06, 2011
Rising Equities Lift Corporate Pensions in April: BNY MellonFunded status of U.S. corporate pensions increased slightly in April to 89.2%, an increase of 0.7 percentage points, BNY Mellon Asset Management found.
May 04, 2011
Ken Fisher, Fisher Investments: The Extended 2011 IA 25 ProfileAs the founder, CEO and chief investment officer of Fisher Investments, Ken Fisher is known for his investment savvy.