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.
A Fortified TD Ameritrade
By Staff WriterStrengthened in advisor numbers and assets under custody by completion of its acquisition of Fiserv ISS, TD Ameritrade opened its 2008 National Conference in Orlando...
February 22, 2008
AUM In Managed Accounts Grew 20% In 2007: MMIAssets under management in managed accounts reached $1.49 trillion at the end of 2007, the Money Management Institute reports.The total represents a 20.1% increase over ...
February 08, 2008
Phoenix Hopes To Spin Off Phoenix Investment PartnersAn insurer wants to spin off its asset management arm.Phoenix Companies Inc., Hartford, says it plans to distribute the stock of Phoenix Investment Partners to ...
February 08, 2008
TD Ameritrade Conference Opens in OrlandoStrengthened in advisor numbers and assets under custody by completion of its acquisition of Fiserv ISS, TD Ameritrade opened its 2008 National Conference in Orlando...
February 07, 2008
Phoenix Hopes To Spin Off Phoenix Investment PartnersAn insurer wants to spin off its asset management arm.Phoenix Companies Inc., Hartford, says it plans to distribute the stock of Phoenix Investment Partners to ...
February 01, 2008
Krishna PendyalaChief Operating Officer and Coach Waldron Wealth Management 1150 Old Pond Road Pittsburgh, Pennsylvania 15017 Phone: 412-221-1005 Web site: www.waldronwm.com Year firm founded: 1995 Year joined firm: 2004 Firm AUM: $750 million Firm assets...
January 23, 2008
R. James Boosts FAs, But Lowers EarningsRaymond James Financial has reported a 5 percent decrease over the prior year's quarterly net income to $56,242,000 or $0.47 per diluted share, for the first quarter ended December 31, 2007. Net reven
January 09, 2008
Smith Replaces Smith as Social Investment Forum ChairCheryl Smith, executive vice president and senior portfolio manager at Trillium Asset Management Corporation, is the new chair of the board of the Social Investment...