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.
Paul Reilly to Replace Tom James as Raymond James CEO on May 1
By James J. GreenRJ board confirms succession plan; declares dividend for 25th straight year
February 01, 2010
About the AdvisorBennett Marks Founder/President/CIO Marks Group Wealth Management 4350 Baker Road, Suite 245 Minnetonka, MN 55343 Phone: 952-582-6100 E-mail: [email protected] Web site: http://marksgroup.com/ Year firm founded: 2008 Number of advisors in firm: 4 (plus client...
January 29, 2010
AIG Shows Maiden Lane III HandAmerican International Group Inc. has published a detailed list of the derivatives transactions that the Federal Reserve Bank of New York has been trying to help it unwind.
January 22, 2010
Gen Re Expands In IrelandGR-NEAM, an SEC-registered asset management arm of General Re Corp., has established an insurance asset management subsidiary on the other side of the Atlantic.
January 21, 2010
Morgan Stanley Posts '09 Results; Revenue Up for 18,135 FAsThis news article originally appeared on ResearchMag.com on 1/20. Morgan Stanley says its Global Wealth Management group - which includes the operations of Smith Barney --...
January 19, 2010
Optimism ReturnsOptimism appears to be returning, albeit "cautiously," say advisors and clients, according to global asset manager and RIA services provider SEI Advisor Network.