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.
TD Ameritrade Posts Big Gains in Net Income, Revenue for Q4, FY 2011
By James J. GreenCompany reports record net new client assets of $41 billion during fiscal year; plans further stock buybacks.
October 18, 2011
At CFDD 2011, TDFs Prove Their ValueAre target-date funds being used as they were intended? Carol Waddell, vice president of product management for T. Rowe Price, posed this question to attendees on Monday at the Center for Due Diligences 2011 conference in Chicago.
October 17, 2011
Q3 Earnings: Citigroup's Climb 74% on Accounting GainCiting a one-time accounting boost, Citigroup reported a 74% rise in Q3 2011 profits compared with a year ago. Citi CEO Vikram Pandit said the bank continues to pare down its brokerage and asset management units.
October 14, 2011
Study: Most Assets Under Management Held in Advisory AccountsA higher proportion of assets held in advisory accounts were reported by firms focused on high-net-worth clients as compared to firms focused on mass-market clients, an Ernst & Young study finds.
October 14, 2011
Study: Most Assets Under Management Held in Advisory AccountsA higher proportion of assets held in advisory accounts were reported by firms focused on high-net-worth clients as compared to firms focused on mass-market clients, an Ernst & Young study finds.
October 13, 2011
Q3 Earnings Kickoff: JPMorgan Profit Drops 4%JPMorgan Chase & Co. on Thursday kicked off the finance sectors first major earnings release for the third-quarter with an anticipated drop in profit, down 4% to $4.26 billion from $4.42 billion a year ago.
October 05, 2011
Touchstone Buys Mutual Fund Assets of Old Mutual Asset ManagementTouchstone says the addition of Old Mutuals affiliated investment managers will increase the range of funds that Touchstone offers and fill gaps in the companys current lineup with boutique managers who have strong, long-term performance records.
October 05, 2011
Touchstone Buys Mutual Fund Assets of Old Mutual Asset ManagementTouchstone says the addition of Old Mutuals affiliated investment managers will increase the range of funds that Touchstone offers and fill gaps in the companys current lineup with boutique managers who have strong, long-term performance records.