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.
Stifel to Buy Thomas Weisel; Would Have 1,900 FAs, $100 Bn AUM after Merger
By Janet LevauxDeal should give Stifel more private-equity products and Silicon-Valley clients, as well as about $1.6 billion in yearly sales.
April 16, 2010
Schwab Earnings Drop 45%, but Advisor Business StrongCut in trading fees fueled dismal results; $624 billion AUM at Advisor Services
April 01, 2010
The Green Advisor: Earth Day RevisitedApril 2010 will mark the 40th anniversary of the first Earth Day. In the first installment of this column in June 2008, I wrote about...
March 29, 2010
AIG Sells Unit to Pacific CenturyA private investment firm in Asia has acquired part of the asset management operations of American International Group Inc. (NYSE:AIG).
March 16, 2010
New Actively Managed Fund at VanguardWealth managers who are fans of Vanguard may be happy to note that the group is launching a new actively managed fund, which will invest in small- and mid-cap companies in the U.S.
March 10, 2010
Pension Funding Slightly BetterCorporate pension plans grew slightly as U.S. equities gained and bond yields ticked up, according to Bank of New York Mellon Asset Management report.
March 01, 2010
Wirehouse Performance Takes Divergent PathsWith the latest earnings results, the varied strategies and performance of the remaining -- and transformed -- wirehouse firms are becoming clearer though not...
March 01, 2010
The Green Advisor: More Investors Going Green, But Advisors?During his first State of the Union address on January 27, President Barack Obama said, "The nation that leads the clean energy economy will be...