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.
Libya Turned Down Madoff, Stanford Proposals: Wikileaks
By Marlene Y. SatterA leaked cable via Wikileaks reveals, according to a Wednesday MSNBC report, that the regime of Libyan leader Muammar Ghaddafi was approached for the purpose of soliciting investments by both Bernard Madoff and Allen Stanford.
February 14, 2011
PIMCO Launches Broker-Dealer, So Advisors Can Buy DirectAdvisors can now buy PIMCO funds and ETFs through a new B-D, rather than going through Allianz. Led by CEO Mohamed El Erian, PIMCO is the 5th-largest U.S. fund family.
February 11, 2011
2010 Q4 Earnings Analysis: Lots of Upside for Broker-Dealers, BanksAs many financial firms recover from the economic crisis, they are well positioned for a strong 2011, analysts say.
February 11, 2011
2010 Q4 Earnings: Lots of Upside for Broker-Dealers, BanksAs many financial firms recover from the crisis, they are well positioned for a strong 2011, analysts say
February 11, 2011
2010 Q4 Earnings: Lots of Upside for Broker-Dealers, BanksAs many financial firms recover from the crisis, they are well positioned for a strong 2011, analysts say
February 11, 2011
2010 Q4 Earnings: Lots of Upside for Broker-Dealers, BanksAs many financial firms recover from the crisis, they are well positioned for a strong 2011, analysts say
February 10, 2011
2010 Q4 Earnings: Envestnet Revenue From AUM Increases 33%Advisors' move to independence helps Q4 results.
February 10, 2011
Fidelity Announces Upgrades for National Financial’s StreetScapeSanjiv Mirchandani, president of National Financial, said upgrades being rolled out during 2011 include redesign, trading and account management enhancements.