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.
LPL Financial Boosts FAs, Sales
By Janet LevauxLPL Financial said its first-quarter net income was $41.2 million, or $0.37 per share, down $7.8 million compared with net income of $49.0 million, or $0.43 per share, from a year earlier.
May 18, 2012
Schwab, Envestnet Join Forces in Data Integration DealAdvisors using the solution will see dramatic gains in their ability to serve clients and scale businesses more profitably, said Stuart DePina, group president of Envestnet | Tamarac.
May 17, 2012
3 Steps for Adequately Insuring HNW Clients’ Art CollectionsDont scream if your high-net-worth clients' fine art collections are underinsured; manage and maintain coverage by following these steps.
May 16, 2012
Morgan Stanley Grabs Merrill, UBS Reps; Raymond James Snags MSSB TeamMeanwhile, Wells Fargo adds advisors from Edward Jones, Merrill Lynch and other firms, and Barclays recruits several advisors from Deutsche Bank and Merrill.
May 14, 2012
London Whale Steers Clear of J.P. Morgan Asset ManagementTrader Bruno Iksils losses dont appear to have hurt the fund business at J.P. Morgan Asset Management.
May 14, 2012
The Proper Path to Integrated Wealth Management, Pt. 1: TrustsThe value of trusts to the high-net-worth client, and how to structure and monitor trusts, in particular, of GRATs.
May 09, 2012
New Hire Roundup: Atlanta Capital Group Adds TwoThis week in new hires, Atlanta Capital Group welcomed David McInnis and Richart Artzi; Jennifer Mitchell joined Tiedemann Wealth Management; and Wally Head went to Gresham.
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.