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.
BofA, Krawcheck Narrow Search for New Merrill Head
By Janet LevauxTwo senior executives and two regional directors are reportedly in the running for the top Merrill Lynch post.
March 03, 2011
Dreyfus, BNY Mellon Asset Management Eye Investing for Markets in TransitionEmerging market risks and large-cap U.S. stocks were on the menu at a Dreyfus and BNY Mellon Asset Management breakfast hosted by Dreyfus CEO Jon Baum.
March 02, 2011
Motley Fool Asset Management Launches Motley Fool Great America FundMotley Fool Asset Management announced Wednesday that it has launched Motley Fool Great America Fund as a follow-up to its Motley Fool Independence Fund.
March 01, 2011
Time to Move?If there’s one theme in the industry that nearly everyone seems to share, it’s that the time is right, now, for the movement of advisors and their clients’ assets.
March 01, 2011
MetLife Signs FirstrustFirstrust Financial Resources L.L.C., a bank-owned wealth management firm, has agreed to represent MetLife in the Philadelphia area.
March 01, 2011
Industry Pans Accidental Fiduciary StatusFinancial services industry providers today asked the U.S. Department of Labor to treat them as retirement plan fiduciaries only if they agree in writing to be plan fiduciaries.
February 24, 2011
Gemini Partners With Broadridge for Sales SupportGemini Fund Services announced a strategic partnership Wednesday with Access Data, a Broadridge Co. and provider of enterprise reporting and data management services for the financial services industry.
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.