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.
Gorman Says 'Be Brutal' as Firm's Results Improve
By Janet LevauxAt Morgan Stanley, the message is loud and clear: shoot for the best-quality, high-producing advisors. James Gorman, head of the firm's global wealth management group, says...
September 01, 2006
Division IIThe Investment Center, Inc. Year founded: 1986 Producing reps: 325 Est. gross revenue (2006): $33 million Avg. annual gross production per rep (2005): $195,000 Ratio of reps to home office: 9.3...
September 01, 2006
Extending the DefinitionWhen viewing your clients' plans, do you include helping them manage their careers? Michael Haubrich thinks you should. When developing a comprehensive financial plan for...
August 04, 2006
Munder Managers and Partners Buy FirmLed by senior management and portfolio managers, Birmingham, Michigan-based Munder Capital Management will team up with Crestview Partners, L.P., and Grail Partners, LLC, to pay Comerica $302 million plus Munder's stake in World Asset Management, for Comerica's 90% interest in Munder Capital Management.
July 01, 2006
Facilitating Wealth ManagementIf the number of advisors practicing wealth management is growing, so is the number of companies looking to help them practice it successfully. With that...
July 01, 2006
Reviewing the SituationWhen advisors devise financial plans for their clients, there's plenty of work done on the asset management side. When it comes to asset protection, however,...
June 09, 2006
Growth and TaxesThe Senate's failure on June 8 to approve a permanent repeal of the federal estate tax would not sit well with former Senator Bob Dole, the Kansas Republican who ran for President in 1996.