Investment Platforms
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Scorpio Partnership Study: Rich Have $10 Trillion in Untapped Assets
By Marlene Y. SatterAccording to a study released July 8 by the consultant firm Scorpio Partnership, the assets of the high-net-worth exceed what is currently under management, leaving approximately $10 trillion in realistically investable assets on the table.
July 02, 2010
Jeff Montgomery Named Chairman of AFAMcompany formerly known as Al Frank Asset Management, has named its CEO, Jeff Montgomery, as Chairman, effective August 1, 2010.
July 02, 2010
Fiserv's Nash and Pareek on AdviceAmerica: The Weekend InterviewThe strategy behind Fiserv's acquisition of AdviceAmerica, and future plans.
July 01, 2010
Getting to Know YouDuring the financial meltdown, many advisors went on red alert -- rushing out communications to frightened clients. Webinars, town halls, even therapy sessions were all...
June 28, 2010
Survey: Wealthy Close to RecoveryThe world's population of high-net-worth individuals increased to 10 million in 2009, up 17% from the total recorded a year earlier, researchers report.
June 25, 2010
Manulife Sets Board Meeting In ChinaManulife Financial Corp., Toronto, will hold its October board meeting in Beijing to coincide with the 40th anniversary of the establishment of diplomatic relations between Canada and China.
June 21, 2010
Bank of America Merrill Lynch Rolls Out 'Merrill Edge' Discount TradingMerrill Edge aims to help Merrill Lynch clients who want to make some of their own trades and attract younger, up-and-coming investors to the brokerage firm.
June 21, 2010
Standard & Poor's, Financial Research Corp. Join Forces on MarketScope Advisor Web SiteS&P and FRC have signed a content distribution pact that will bring FRC's asset-management news and product research to a broader audience of financial advisors on S&P's MarketScope Advisor online platform.