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.
New Actively Managed Fund at Vanguard
By Kate McBrideWealth managers who are fans of Vanguard may be happy to note that the group is launching a new actively managed fund, which will invest in small- and mid-cap companies in the U.S.
March 01, 2010
The Green Advisor: More Investors Going Green, But Advisors?During his first State of the Union address on January 27, President Barack Obama said, "The nation that leads the clean energy economy will be...
February 22, 2010
Paul Reilly to Replace Tom James as Raymond James CEO on May 1RJ board confirms succession plan; declares dividend for 25th straight year
February 08, 2010
Jefferson National: Bye Bye Buy-And-HoldFinancial advisors now seem to be more likely to make trades in response to short-term investment market changes than they were before the recent recession hit.
February 04, 2010
Bank of America Charged With FraudN.Y. AG Andrew Cuomo charges the bank, Ken Lewis and Joseph Price
February 01, 2010
About the AdvisorBennett Marks Founder/President/CIO Marks Group Wealth Management 4350 Baker Road, Suite 245 Minnetonka, MN 55343 Phone: 952-582-6100 E-mail: [email protected] Web site: http://marksgroup.com/ Year firm founded: 2008 Number of advisors in firm: 4 (plus client...