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.
Fidelity Announces Upgrades for National Financial’s StreetScape
By James J. GreenSanjiv Mirchandani, president of National Financial, said upgrades being rolled out during 2011 include redesign, trading and account management enhancements.
February 08, 2011
UBS Veteran Hoekstra to Lead ETF Advisory FirmThe former head of UBS Wealth Management Americas will be CEO of the ETF advisory firm
February 07, 2011
2010 Q4 Earnings: LPL Financial Posts Big Jumps in Revenue, Adjusted Net IncomeLPL announced its first quarterly and FY results on Monday as a public company, and other than significant charges related to its IPO in the fourth quarter of 2010, it posted more than solid gains in revenue and profitability.
February 04, 2011
2010 Q4 Earnings: Calamos Tops Estimates on Inflows of $300 MillionCalamos' assets under management stand at $35.4 billion, up $2.8 billion, or 9%, from the third quarter of 2010.
February 04, 2011
2010 Q4 Earnings, Week Three: Advisor Universe Sees Mixed ResultsAs fourth-quarter 2010 entered its third week, companies of interest to financial advisors reported a mixed bag of results, and many managed to announce a dividend.
February 04, 2011
2010 Q4 Earnings, Week Three: Advisor Universe Sees Mixed ResultsAs fourth-quarter 2010 entered its third week, companies of interest to financial advisors reported a mixed bag of results, and many managed to announce a dividend.
February 02, 2011
2010 Q4 Earnings: Ameriprise Misses Estimates as FAs Boost ResultsAverage fees and commissions for advisors rose 21% with weaker FAs leaving the firm, Ameriprise said.
January 28, 2011
2010 Q4 Earnings: T. Rowe Price Boosts Income 26%Net inflows into the company’s T. Rowe Price mutual funds were $3.2 billion in the fourth quarter as the firm reported a 26% profit increase.