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.
Getting to Know You
By Ellen UzelacDuring the financial meltdown, many advisors went on red alert -- rushing out communications to frightened clients. Webinars, town halls, even therapy sessions were all...
June 21, 2010
Bank of America Merrill Lynch Rolls Out 'Merrill Edge' Discount TradingMerrill Edge aims to help Merrill Lynch clients who want to make some of their own trades and attract younger, up-and-coming investors to the brokerage firm.
June 21, 2010
Standard & Poor's, Financial Research Corp. Join Forces on MarketScope Advisor Web SiteS&P and FRC have signed a content distribution pact that will bring FRC's asset-management news and product research to a broader audience of financial advisors on S&P's MarketScope Advisor online platform.
June 21, 2010
BofA-Merrill Lynch Rolls Out 'Merrill Edge' Discount-Trading PlatformMerrill Edge aims to help Merrill Lynch clients who want to make some of their own trades and attract younger, up-and-coming investors to the brokerage firm.
June 21, 2010
Bank of America-Merrill Lynch Rolls Out 'Merrill Edge' Discount-TradingMerrill Edge aims to help Merrill's clients who want to make their own trades and attract younger investors.
June 15, 2010
Before Obama Speech, American Energy Innovation Council Pushes AgendaWith President Obama set to address the Gulf oil spill, cap and trade legislation, and alternative energy sources in a speech to the nation Tuesday night, June 15, the country's top business leaders want it known they have ideas of their own.
June 08, 2010
MetLife's Wealth Management Services Platform Assets Climb to $6 BillionMetLife Broker/Dealer Group's investment advisory product platform, Wealth Management Services (WMS), has amassed $6 billion in assets under management (AUM) across some 30,000 accounts, the firm announced on June 8.
June 01, 2010
Baird Gets Four Ex-UBS FAs; Team Brings $160 Million in AUMBaird Gets Four Ex-UBS FAs; Team Brings $160 Million in AUM