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 at ‘Pivot Point,’ Says CEO, as Firm Tops Earnings Estimates
By Janet LevauxGorman adds that hes comfortable with the current headcount and that the wealth management unit has a pretax profit of 17%.
January 11, 2013
Wells Fargo Tops Q4 Estimates, Boosts Advisor HeadcountNet income in the fourth quarter rose to $0.91 a share, as sales hit nearly $22 billion at the wirehouse and the number of advisors rose.
January 08, 2013
Don’t Accept the Inefficiencies of Manual Data EntryUsing the artificial intelligence in data aggregation software, you dont have to limit your investment offerings nor put your competitive standing at risk.
January 04, 2013
Household investable assets top $28 trillionA new report shows consumer households control almost three-quarters of investable assets, two-thirds of that invested via financial advisors.
January 04, 2013
Household investable assets top $28 trillionA new report shows consumer households control almost three-quarters of investable assets, two-thirds of that invested via financial advisors.
December 20, 2012
Research Affiliates, WisdomTree Settle DisputeResearch Affiliates and WisdomTree Investments said they recently reached a settlement regarding patent infringements and that Research Affiliates will pay WisdomTree $700,000 and withdraw its lawsuit.
December 20, 2012
Wirehouses, Others Actively Attract RepsIn the final months of 2012, the wirehouse firms continued to recruit advisors from each other and from other broker-dealers.
December 13, 2012
Genworth Financial Wealth Management Names New PresidentGenworth Financial Wealth Management has hired Resource America veteran Daniel Courtney to serve in the newly created role of president for Genworth Financial Asset Management.