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.
Aviva Investors Acquires Road Asset Management
By staff WriterA global asset management company has acquired a value-oriented U.S. equity management firm.
December 01, 2009
Broker/Dealer NewsTo focus resources on its existing qualifying RIAs and attract additional, higher-level advisors, Raymond James Financial Services' Investment Advisors Division (RJFS-IAD) says it is raising...
December 01, 2009
Bonds Top Charts, FRC Data ShowsBoston-based Financial Research Corporation says several bond groups are attracting strong capital flows in the first three quarters of 2009. In terms of the...
December 01, 2009
Wirehouse Firms Report Third Quarter '09 ResultsOver the past 12 months, the broker-dealer field has been in a tremendous state of transition. Now after a string of significant mergers and...
November 20, 2009
Advisors Attracted to Independent ModelSchwab survey says majority of advisors find prospect attractive.
November 01, 2009
Numerology: Fewer Assets, More AdvisorsTotal assets managed by investment advisors shrank in 2008 for the first time since 2003, but despite a nearly 20% drop in assets, the number...
November 01, 2009
The ETF Advisor: Precious Metal ETFsWhat makes precious metals funds so attractive is that they offer investors the ability to gain unleveraged exposure to gold and other precious metals without...