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.
UBS Outlines Reorganization; Releases Q1'09 Results
By Janet LevauxBrokerage firm is sharpening its focus on high-net-worth clients as its growth strategy.
April 16, 2009
Editor's Choice for April 16What matters more--the risk model itself or the decisions that result from findings of the risk modeling? ... Should short sales have been banned last fall?
March 30, 2009
The Independent Tech AdvantageI love being independent! When you're employed at a large organization, you are at the mercy of the decision-makers as to which technology you can...
March 26, 2009
The outsourcing dilemmaTumult in the economy has left many advisors focused on soothing their clients' fears, leaving less time for actually managing portfolios, writes Max Alexander for...
March 24, 2009
Stifel Shares Details on UBS Acquisition (March 24, 2009)St. Louis-based Stifel, Nicolaus & Company says it entered a deal with UBS Financial Services to acquire up to 55 branches and 320 financial advisors from the UBS Wealth Management Americas branch network.
March 20, 2009
Ed Jones Has New Transition Package (March 20, 2009)To help it grow its advisor force 9 percent this year, Edward Jones has developed an enhanced transition package for current successful financial advisors who...
March 01, 2009
T. Rowe Grows Target-Date FundsT. Rowe Price Group says target-date retirement investment portfolios continue to be a significant source of assets under management for T. Rowe. During the 2008 fourth...