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.
Water, Water, Everywhere
By Bob KeaneFinding a clean and renewable energy source to replace petroleum is undoubtedly one of the most pressing, and well-publicized, problems facing civilization today. Oil, however,...
October 01, 2008
Another BenefitGetting a number of members of your team to be engaged with clients in the early phase of their relationship with your firm helps the...
October 01, 2008
Going Green With GarbageWhen many advisors and their clients get together these days, topic number one is energy. Retirees are concerned that escalating costs for gasoline and electricity...
October 01, 2008
Wall Street StunnedWall Street is not what it used to be, for good or ill. Culminating (at least for the moment) a months-long period of market volatility...
September 16, 2008
MORGAN STANLEY WANTS TO STAY INDEPENDENT (Sept. 16, 2008)Morgan Stanley, the sole remaining independent wirehouse broker-dealer, reported income from continuing operations for the third quarter ended August 31, 2008, of $1,425 million, or $1.32 per diluted
September 15, 2008
MERRILL TO BE SOLD TO BANK OF AMERICA (Sept. 15, 2008)Bank of America Corporation has agreed to acquire Merrill Lynch in a $50 billion all-stock transaction, a deal predicted by industry expert Chip Roame in June as part of Research magazine's 30th-anniv
September 11, 2008
Analysts: Insurers Might Want NeubergerInsurers with capital might have an interest in acquiring a large minority stake in a key Lehman Brothers Inc. asset management unit.Credit analysts and other ...
September 01, 2008
Wachovia Restructures, Taps Robert Steel as CEO/PresidentWachovia has reported a net loss in the second quarter of $8.9 billion, including a $6.1 billion non-cash goodwill impairment charge in commercial-related sub-segments. Excluding...