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.
InsurBanc acquired by Connecticut Community Bank
By Mark RuquetW.R. Berkley Co. will receive approximately $15.5 million in cash and securities from CCB and 493,051 preferred shares of ACBancorp.
March 13, 2013
Tiburon: Investable assets to hit $80T by 2017Investable assets market firms have gathered $63.1 trillion in assets, up 30 percent since 2004.
March 08, 2013
Asset growth fastest among dually registered RIAs/B-DsThe dually registered RIA/B-D channel boosted assets under management by a compounded annual growth rate of 19 percent in 2012.
March 08, 2013
Asset growth fastest among dually registered RIAs/B-DsThe dually registered RIA/B-D channel boosted assets under management by a compounded annual growth rate of 19 percent in 2012.
February 25, 2013
High Flyin’: Revisiting the Hybrid Model With HighTowerA few years ago, I did some publishing consulting work for Elliot Weissbluth, the CEO of HighTower Advisors in Chicago.
February 22, 2013
Wirehouses Boost Wealth ResultsBank of America reported a 63% drop in net income for the fourth quarter of 2012.
February 20, 2013
New Hire Roundup: BlackRock Names Shedlin CFOThis week in new hires, Gary Shedlin was named CFO of BlackRock, and Mary Justice was named Seattle market leader for the Private Client Reserve of U.S. Bank.
February 15, 2013
Barclays, Morgan Stanley, Raymond James Grab Reps From RivalsThe movement involves advisors with more than $15.6 billion in client assets under management and $36 million in yearly fees & commissions.