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.
MetLife Signs Firstrust
By staff WriterFirstrust Financial Resources L.L.C., a bank-owned wealth management firm, has agreed to represent MetLife in the Philadelphia area.
February 24, 2011
LPL’s Bill Dwyer Makes the Case for BD Scale“Biggest bull market in advice ever” can best be met by advisors aligning with a firm with scale, like his, Dwyer told AdvisorOne.
February 24, 2011
Libya Turned Down Madoff, Stanford Proposals: WikileaksA leaked cable via Wikileaks reveals, according to a Wednesday MSNBC report, that the regime of Libyan leader Muammar Ghaddafi was approached for the purpose of soliciting investments by both Bernard Madoff and Allen Stanford.
February 23, 2011
Baird Adds 7 Advisors in Midwest, Southeast From Morgan StanleyThree FAs join Baird from Morgan Stanley Smith Barney in Sioux City, Iowa, while three others come on board in Charleston, S.C. and one more in Charlotte, N.C.
February 15, 2011
Advisor vs. machine: Your practice in Jeopardy!Is anyone else watching Jeopardy! this week, where past superstar humanoid contestants pit their knowledge against Watson, an IBM-programmed supercomputer?
February 14, 2011
PIMCO Launches Broker-Dealer, So Advisors Can Buy DirectAdvisors can now buy PIMCO funds and ETFs through a new B-D, rather than going through Allianz. Led by CEO Mohamed El Erian, PIMCO is the 5th-largest U.S. fund family.
February 11, 2011
2010 Q4 Earnings Analysis: Lots of Upside for Broker-Dealers, BanksAs many financial firms recover from the economic crisis, they are well positioned for a strong 2011, analysts say.
February 11, 2011
2010 Q4 Earnings: Lots of Upside for Broker-Dealers, BanksAs many financial firms recover from the crisis, they are well positioned for a strong 2011, analysts say