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.
Morgan Stanley Adds 9 Reps From Merrill, UBS, Wells & LPL
By Janet LevauxThese summer hires come on board with more than $1 billion in assets and $8 million in yearly production.
August 03, 2012
Harris, M&I Banks Merge Broker-DealersThe BMO Financial Group now has 165 financial advisors in nine states, BMO Harris Financial Advisors President Mike Miroballi told AdvisorOne.
August 02, 2012
Citi Adds 3 Advisors, $750M to Private WealthThe news comes as Citi and Morgan Stanley dispute the value of their MSSB joint venture and Morgan Stanley continues to drop reps.
August 01, 2012
Mercer Brings Its Research to Focus FinancialThe deal allows Focus Financials partner firms to tap the expertise of Mercer, one of the worlds largest investment and human resources consulting firms.
July 31, 2012
Transparent websites: How to disclose for the closeStop using your website to shout sales messages at clients.
July 25, 2012
ByAllAccounts: Most Advisors Base Client Selection on Investable AssetsThe report reveals that 85% of advisors use investable assets to select prospective clients. Far fewer advisors base their selection according to the prospects life stage or geographic location (40%), occupation (20%) or age (18%).
July 25, 2012
ByAllAccounts: Most Advisors Base Client Selection on Investable AssetsThe report reveals that 85% of advisors use investable assets to select prospective clients. Far fewer advisors base their selection according to the prospects life stage or geographic location (40%), occupation (20%) or age (18%).
July 20, 2012
Genworth Wealth Adds 4 Strategists, 8 StrategiesI call it the happy meal, says Genworth Wealth Management President and CEO Gurinder Ahluwalia of the firm's simplified menu of portfolio strategies for indie advisors.