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.
ETF Assets Drop in 2008
By Staff WriterAccording to the National Stock Exchange, the combined assets of all U.S. exchange-traded funds were $534.58 billion at the end of 2008. This figure represents...
January 31, 2009
Help your clients avoid new investment scamsRecent stock market volatility and declining yields on CDs and other fixed- income investments are bad news for two reasons: first, they erode client retirement assets and income and second, they unleash more and increasingly devious investment
January 27, 2009
Wayne BloomWayne Bloom has been named chief executive officer for Commonwealth Financial Network. He has been wtih the company since 1989, and has served as a managing principal since 1999. He is a founder of the company's Preferred Portfolio Services program,
January 27, 2009
New presidential administration offers greater chance for 'green' investingThe United States is ripe for "green" investing, according to a second annual survey released yesterday by global investment firm Allianz Global Investors. Seventy-eight percent...
January 02, 2009
B OF A, MERRILL LYNCH COMPLETE MERGER (JAN. 2, 2009)"We created this new organization because we believe that wealth management and corporate and investment banking represent significant growth opportunities, especially when combined with our leading c
January 01, 2009
Polishing Your ReputationHow do you strengthen as well as preserve your practice's reputation, when your broker-dealer is having "issues"? Everybody is having issues - virtually no one and...
January 01, 2009
Marketing in a DownturnIf you are retaining 100% of your clients these days, you have a compelling story to tell. Consider that The Wall Street Journal reported on...