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.
Buckingham Family Merges With Wealth Management Consultants
By Michael S. FischerThe Buckingham Family of Financial Services, a partner firm of Focus Financial Partners, has merged with Sonoma County-based Wealth Management Consultants LLC (WMC), the firm announced Monday.
October 01, 2010
Morgan Stanley Adds Exec, TechMorgan Stanley Smith Barney, which has 18,087 financial advisors, tapped managing director James F. Walker to head its consulting services, which provides investment consulting and...
September 27, 2010
Federal NCUA Seizes 3 Corporate Credit UnionsThe National Credit Union Administration (NCUA), the independent federal agency that supervises federal credit unions, seized three corporate credit unions on Friday, as reported by Credit Union Times.
September 21, 2010
Baird Hires Morgan Stanley, KCCI Advisors in ColoradoAfter picking up nine Morgan Stanley Smith Barney advisors in late August, Baird's wealth management unit attracts three more in late September.
September 15, 2010
Editor's Blog: Read the Consumer Message BoardsThose ads about "guarding your reputation on the Internet" may sound as if they're a bunch of hype - but maybe people in the insurance industry should take that advice seriously.
September 02, 2010
BNY Mellon Completes Acquisition of I(3) Advisors, a Toronto Wealth ManagerBNY Mellon has completed its purchase of the Toronto wealth management boutique I3 Advisors, the firm said in a statement on Tuesday, September 1.
September 02, 2010
BNY Mellon Completes Acquisition of I3 Advisors, a Toronto Wealth ManagerCanada's high-net-worth market is attracting big overseas wealth managers.
September 01, 2010
Morgan Stanley Still Dominates in FA Count; Merrill and UBS Lead in Fees, Assets per RepThe number of Morgan Stanley financial advisors -- including those involved in the joint venture with Smith Barney -- fell by about 50 to 18,087...